Simple Sales Tracking2020-10-02T17:33:51+00:00

Simple Sales Tracking CRM empowers businesses with a powerful, yet easy to use, tool for managing customer relationships and closing sales.

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Contact Management

Contact Management

Store your customers’ information in an easy-to-use and searchable interface. The more you know and track about your customers the better able you are to serve and retain them.

Lead & Sales Pipeline Management

Lead & Sales Pipeline Management

Manage your Leads, Opportunities and Accounts through your sales pipeline in a simple, easy-to-use interface. Helps you identify leads that are most likely to convert.

Interaction Tracking

Interaction Tracking

Maintain detailed records of interactions with your prospects and customers held via phone, in person, by email or by other channels.

Calendar Management

Calendar Management

Never miss another appointment. A calendar tool to help you organize and keep track of all your appointments with prospects and customers. It provides a shared calendar as well as individual calendars.

Task Management

Task Management

Keep on top of your to-do’s. A fully featured task management system that is also integrated within the Contact and Lead Management features.

Document Management

Document Management

Keep all your important files together and easily accessible by your entire team. The files can also be associated to your Sales and Contacts for quick retrieval.

Email Integration

Email Integration

Forward any important email message to your personalized email address and it will automatically be stored in the system. In addition, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two will be created.

Commission tracking

Commission tracking

Automatically calculates the expected sales commission for each opportunity based on the percentage rate you set for your account.

Sales Dashboard

Sales Dashboard

What’s most important, all in one place. Provides a current snapshot of your team’s opportunity status (new, won, lost) and sales activities. It also gives you an overview on your tasks, calendar events, and follow-ups.

Reporting and Analytics

Reporting and Analytics

Provides custom reports for your sales, tasks, and contacts, as well as providing manager reports to gain insight into the activities and status of your team members.

Customizable features

Customizable features

Simple Sales Tracking CRM adjusts to your business, not the other way around. Add your own custom fields, logo, stages, and more.

3rd party integrations - Email Campaigns and Social Media

3rd party integrations - Email Campaigns and Social Media

Simple Sales Tracking CRM integrates with Campaign Monitor, a leading email marketing system that allows you to send email campaigns. In addition, it integrates with Hootsuite to allow you to seamlessly transfer social media posts into the CRM.

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Contact us to get a personalized tour
of Simple Sales Tracking CRM.

We would love to help you improve your sales!

info@simplesalestracking.webpagefx.org

Latest News

Check out our blog content to learn about the latest Simple Sales Tracking CRM updates and for articles to help you improve your sales!

Simple Pricing with Simple Sales Tracking

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Customer Reviews

I researched all of the other online lead management programs that I could find and I signed up for free trials on any that offered them so that I could really test them out. From a functionality standpoint, Simple Sales Tracking does everything that I need it to ensure that I am making the most of my advertising dollars and properly following up on the leads generated and was by far the most fairly priced. However, it was truly the high standard of customer service that caused me to sign up for the paid version of the program even though I had not yet reached my maximum of 50 tracked leads that the free version provided.

Since beginning to use this program to manage all of my leads I have gained the confidence that I am doing everything possible to convert leads into actual contracts and I look forward to my continued positive experiences with the company.

For anyone who may be in search of a great leads management software, I can’t recommend this company highly enough!

SouthShore Property ManagementDixie Carlotti, SouthShore Property Management

We’ve been using Simple Sales Tracking for 4 months now and it’s an invaluable business tool which we could not function without. It’s user friendly and has all the “bells and whistles” of much more expensive systems offered by larger competitors.

I like everything about it but particularly value the ability to create custom fields in the database. This feature provides lots of flexibility in terms of how you manage your business development activities. We’re adding a new partner this month and I’m excited to get him up and running on the system. Simple Sales is the best. I will continue to recommend it to all of my professional colleagues who are seeking to more effectively manage their prospects and client relationships.

Coral Bridge PartnersJeff Husserl, Coral Bridge Partners

We’ve been very impressed with the great features that exist in Simple Sales Tracking. It allows us to effectively manage our leads as well as improves the collaboration on our sales team.

IHOU - International Hispanic Online UniversityKent Johnson, IHOU

We have been using it now and absolutely love it and it has made us more efficient, productive and we have seen immediate results. Plus we wasted ZERO time on integration as none of our employees needed training!

Strength TeamJohn Erbele, Strength Team

As a marketing services provider, we’re continually looking for practical solutions to client issues. Simple Sales Tracking is a cost effective, straight forward piece of software for running lead based sales and marketing campaigns. Being web based, it’s great for managing leads and opportunities across a distributed sales force.

Traffic NZ LimitedJon Bridge, Traffic NZ Limited