Create sales quotes and track client interactions. Manage sales pipelines and set reminders. Upload custom logos and use professional templates. Access Insights for data and analytics. Generate invoices and track payments.
by SalesPath LLC★ 5.07 ratingsBusinessFreeData updated 2026-09-06
Manage customer relationships by tracking interactions, managing leads, and scheduling follow-ups. Create and send marketing campaigns. Monitor sales pipelines and analyze performance metrics in real time.
Manage client relationships with contact tracking, deal pipelines, and activity logs. Schedule follow-ups and send automated emails. Generate reports and forecast revenue. Integrate with calendar and email services.
Check account information anytime and anywhere. View latest fuel prices, EFT details, invoice details, and sales history. Access reporting data and manage transactions remotely.
Check account information anytime and anywhere. View latest fuel prices, EFT details, invoice details, and sales history. Access reporting data and transaction history.
Create and customize invoices and estimates with logos, signatures, and branding. Collect signatures in person or online. Attach photos to documents. Convert estimates to invoices quickly. Duplicate templates. Save recurring line items.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Create quotes quickly with customizable templates. Route quotes for internal approvals based on set rules. Automatically send approved quotes to customers. Sync jobs with dispatching systems.
Check account information anytime and anywhere. View latest fuel prices, EFT details, invoice details, and sales history. Access reporting data and transaction history.
Calculate sales price or by inputting cost and desired profit percentage. Adjust variables to see real-time results. Save and share calculations for reference.
Check account information anytime and anywhere. View latest fuel prices, EFT details, invoice details, and sales history. Access reporting data and transaction history.
View key metrics like sales summaries and client balances on a main dashboard. Access detailed performance reports including sales, inventory, and account statements. Track sales reps in real-time on a map.