CRM & Sales
From first lead to loyal customer, on one pipeline.
Overview
Managing the sales pipeline and customer relationships is what keeps a business growing. Tatrol's CRM module tracks every interaction from lead to loyal customer, with quoting, ordering and branded invoicing built in, no external tools required.
Benefits
- Nothing slips: Every lead, quote and follow-up lives in one pipeline your team can see.
- Sell as a team: Automated assignment and performance tracking keep reps accountable.
- Faster cash: Quote to branded invoice to payment without re-keying anything.
Features
- Lead capture, qualification and pipeline management
- Automated sales team assignment and performance tracking
- Quotations, sales orders and branded invoicing
- Customer lifecycle reporting and year-on-year revenue analysis
- Integrated email communication, no external tools required
- Customer portal for order and payment status visibility
See this in Tatrol, on your own data.
Request a demo