Pipeline - Customer and Prospect Relationship Management software

insiteCRM
Contact Management &
Sales Conversion

The application designed to help pool and spa dealers track qualified sales leads and help turn them into paying customers. It is the tool that will finally allow your business to centralize, manage and automate follow-up of all the leads that come through your door, that come from referrals, and that will be coming from your powerful new website.

Often qualified leads fall through the cracks and are easily forgotten as more activities and tasks pile up on us in your daily routines which results in a loss of sales. The insiteCRM component will ensure that you have effectively managed ever lead to drastically increase the potential of conversion and increased company revenues.

Designed
to Convert

Dozens of feature sets will ensure your qualified leads are not getting lost in the shuffle!

Lead Gateway - Only qualified leads get through to be assigned to a task board
Unlimited user profiles- Anyone, regardless of sales or service that deals with customers can be assigned their own lead management dashboard
Easily manage leads via easy to use tasks boards
Email leads directly through the software
Build templated email responses
Use the built in quoting system that can attach a quote to a lead profile and send it via email
Archive leads to a later date
Reassign leads
Auto assign leads to the correct lead managers based on lead type as they come in

A.R.M Customer
Relationship Manager

Relax, let it do the work!
It's like having an extra person to keep in touch with your customers continuously. It automates all the sales follow-ups that you know you should be doing but never have the time to do. Scheduled and personalized customer service follow-ups, product and service promotions and maintenance notices sent by your virtual sales person that never misses an opportunity to drive more sales or to inform customers!

KEEP
in touch!

Don't forget about your existing customers! Keeping lead retention and loyalty is just as important as getting new customers so that you can keep them coming back.

Build customized campaigns for different customer types such as Inground, Aboveground, Hot Tub or Swim Spa customers
Create unlimited email items within each campaign type
Schedule each campaign item to be sent at the frequency you wish.
Easily setup client profiles and attach them to a specific email campaign
View each client’s email schedule and exactly what it will look like before it sends
Easily alter the sending date of a email campaign item for a specific customer
Customize email campaign items to address customers by name and what they purchased.
Block campaign sends on certain months such as pools in the winter
Build campaigns to be pre or post sales (drip vs ARM)
Have it sent automatically or have it previewed before each email is sent

Take a look at the other insiteSuite Modules!