Features

More than just a sales utility, KPI Sales is a robust cloud based sales funnel. If you are finding it difficult converting potential clients into paying customers, then KPI Sales is for you. Take advantage of exciting and extremely useful features that come built directly into KPI Sales, such as our drag and drop progress tracker that will allow you to move your potential clients into different stages of your sales funnel. Allowing for easy oversight of current progress with customers.

Feature #1

Sales Funnel

Walk your customers through a seemless buying experience, and make your selling efforts more productive.

Feature #1

Customer Management

Keep track of customer records, contact information, and sales information to give your customer the best experience possible.

Feature #1

Sales Reporting

Review past and current Sales activity, to oversee Sales Growth, and the direction that your company is going. 

Feature #1

Sales Forecasting

Use data from sales reporting, tasks and goals, and your Sales Funnel to forecast trends and the growth of your company.

Feature #1

Email Integration

KPI Sales integrates with UCGateway for Sales Teams to work with clients, ensuring both parties seemless communication.

Feature #1

Mobile Apps

Kpi Sales is a truly universal application. You can access KPI Sales from Desktops, as well as from a Apple or Android device.

Feature #1

Tasks & Goals

Never let down a customer again, assign tasks to your Sales Team or yourself to get your customer to the next level in your Funnel.

Feature #1

Customization

Your Sales Funnel can be customised specifically for your industry and application to ensure you get the most from KPI Sales.

Feature #1

Digital Forms

Digital forms integrate from
RF Writer seamlessly. Allowing you to quote and process agreements from anywhere.