Interactive Dashboard & Pipelines by

Sales Automator

BUILD DEEPER RELATIONSHIPS WITH YOUR AUDIENCE

Manage your workflow and projects from one dashboard

Track sales performance and revenue generation with built in reporting capabilities.

Real-time performance

Dashboard in Sales Automator CRM software provides real-time performance data that gives a quick overview of the key metrics, such as opportunities, number of deals in pipeline and conversion rates.

Data Visualization

Sales Automator dashboard also provides data visualizations such as bar graphs and pie charts that can quickly give an overview of the performance of different teams or sales activities.

Customizable views

Dashboard view is also customizable, so users can tailor the view to their specific needs.

Reporting tools

Reporting tools allow users to generate reports on the performance of the CRM system and its users.

Alerts and notifications

Dashboards also provide alerts and notifications to alert users to any changes in performance or data trends.

Quality lead generation for your Pipeline

Set up pipelines and collect leads on a recurring basis

Lead segmentation

In Sales Automator CRM, targeted lists can be created for personalized communications by categorizing and segmenting leads.

Customizable pipeline

Collect all the leads that come in through your website or through an email newsletter by setting up a pipeline with Sales Automator CRM. You can add custom fields and stages to your pipeline.

Insights

Get insights of new opportunities and leads in your sales pipeline. Real-time reporting can be found on the dashboard.

Contact Management

Contact data capture, segmentation, synchronization, validation, and analytics makes it easier to track and manage unlimited prospect information.

Forms

Capture leads with customizable web forms that convert new leads into sales-ready opportunities.

Sales Automation

Automated sales processes and sales pipeline management is now easy with Sales Automator CRM. It’s easy to navigate and gives you all the information in one place.

Integration

Build relationships with potential customers by third-party integration, API integration, and data integration.

Social Media Management

Sales Automator CRM lets you schedule, monitor and upload posts to various social media accounts from a single platform.

Know your customers inside out by tracking your website performance, customer activity and ecommerce transactions with built in reporting capabilities. You can also customize the dashboard by adding or removing metrics that matter most to you. This way, you always know how many leads are left to generate, and which ones will be the most profitable.

Manage your workforce and generate more revenue with Sales Automator CRM

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