Simple Sales Tracking CRM

Simple Sales Tracking CRM

Simple Sales Tracking
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About

Identify duplicate contacts, companies, deals by any field and merge in bulk. CSV reports, flexible rules for picking master, preview mode and automation. Improve personalization by standardizing job titles, address, industry, and other text fields. Segment and create targeted campaigns using consistent data. Import from CSV using templates and flexible update controls in order to avoid creating duplicates or overwriting important data. Cleanse before import. Identify incomplete, improperly formatted, inaccurate data and fix it. Remove redundant data, fake contact emails and phone numbers, and other bad data. Bulk update records and fields using functions, for example, proper case names and remove whitespace, format phone numbers, and more. Easy ETL. Compare CSV to existing records inside your database, match rows to records by any field(s), to identify matching and missing records. Instead of exporting to CSV and wrestling with VLOOKUP, IDs, and SQL.

About

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three. 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. 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. 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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a customer data management platform

Audience

Small to Medium-sized businesses looking for a powerful yet easy to use Sales CRM

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Free Version
Free Trial

Pricing

$15 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Insycle
Founded: 2016
United States
www.insycle.com

Company Information

Simple Sales Tracking
Founded: 2005
United States
www.simplesalestracking.com

Alternatives

Cloudingo

Cloudingo

Symphonic Source

Alternatives

monday CRM

monday CRM

monday.com
DemandTools

DemandTools

Validity
DupeCatcher

DupeCatcher

Symphonic Source
DataCliniq

DataCliniq

Rhetorik

Categories

Categories

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Appointment Scheduling Features

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Integrations

Adobe Marketo Engage
Campaign Monitor
Hootsuite
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Pipedrive
Salesforce
X (Twitter)
Zendesk

Integrations

Adobe Marketo Engage
Campaign Monitor
Hootsuite
HubSpot CRM
HubSpot Customer Platform
Intercom
Mailchimp
Pipedrive
Salesforce
X (Twitter)
Zendesk
Claim Insycle and update features and information
Claim Insycle and update features and information
Claim Simple Sales Tracking CRM and update features and information
Claim Simple Sales Tracking CRM and update features and information