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More than just a contact manager, AutotaskOffice provides a single integrated view of your prospects and customers. Notes and history, contacts, opportunities, projects, service tickets, products and more all from on one screen. Powerful sales tools will help you track every lead and follow your deals through the pipeline to win new business.
Account Management: Contact management, notes and to-do’s, activity metrics, email notification, related accounts, user-defined fields, key account icons.
Sales Force Automation: Sales dashboard, lead tracking, sales metrics, territory management, security for outside sales reps, export to Excel.
Opportunity Management: Sales qualification, sales stages, revenue streams, anticipated close, pipeline reports, export to Excel, post-sale process,
Web to Lead Processing: Automated lead entry from your web site, custom forms, lead metrics and charts
Document Automation: Merge fields into contracts, proposals, letters & other Microsoft Word® document templates.
Product and Asset Tracking: Track products and assets at your customer, installation date, serial number, warranty expiration, service cancellation.
Directory: Employee directory and phone list. Client directory.