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 interactions with built-in communication tools. Create and send professional estimates and invoices with customizable pricing. Track project progress and manage client approvals digitally.
Sales staff can offer and price device financing directly in the customer's office. Instant pricing quotes are provided. Approvals can be completed in 30 seconds or up to 24 hours. Automated documentation is delivered.
Access training materials, support resources, and product information. View updates, submit questions, and connect with other sales representatives. Download guides and stay informed about and Lenovo products.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Check account information anytime and anywhere. View latest prices, EFT details, invoice details, and sales history. Access reporting data and transaction history.
Check account information anytime and anywhere. View latest fuel prices, EFT details, invoice details, and sales history. Access reporting data and track transaction history.
Check account information anytime and anywhere. View latest fuel prices, EFT details, invoices, and sales history. Access reporting data and transaction details.
Manage sales leads with instant response features and automated follow-ups. Track pipeline progress with customizable dashboards. Set reminders for follow-ups and sync contacts across devices. View deal stages and update statuses in real time.
Manage prospects through the sales life cycle with a dynamic pipeline to visualize stages, interest levels, and last communication. Forecast sales for 30-60-90 day periods. Configure dashboards for productivity and occupancy insights.