Audience

Companies searching for an innovative Sales Activity Management system that makes the process faster, simpler, and more engaging for their clients

About Apex 72

Monitor and track your sales activity to make sure you are on the path to success. Tailored features to fit your business. With Apex 72’s interactive client experience, you can securely capture personal client data and create a unique and personal experience. Managers stay informed with APEX 72’s built-in dashboard viewing and reporting systems. Streamline the discovery process with clients through our interactive and real-time fact-finding application. Support sales team leaders with activity, marketing, calendar, and process management reporting. Virtual transparency for your entire team. Don’t just take our word for it. Efficient technology is essential to focus on the core of your business. Sales through technology productivity are critical to achieving growth and continue to be a major struggle for businesses everywhere.

Integrations

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Company Information

Apex 72
Founded: 2020
United States
apex72.io

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Product Details

Platforms Supported
SaaS
Support
Phone Support
Online

Apex 72 Frequently Asked Questions

Q: What kinds of users and organization types does Apex 72 work with?
Q: What languages does Apex 72 support in their product?
Q: What kind of support options does Apex 72 offer?

Apex 72 Product Features

Financial CRM

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

Sales Coaching

Audio / Video Conferencing
Performance Metrics
Call Recording
Learning Plans
Built-In Course Authoring
Onboarding
Goal Setting / Tracking
Gamification
Assessments

Sales Force Automation

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

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Reporting / Analytics
Pipeline Management
Task Management