CRM for sales

manage more activity
engage more customers

CRM For sales

manage more activity
engage more customers

Manage more leads

Understand more customers

Deliver more business

Complete customer view

CRM software made easy for sales.  Our unique next generation CRM sales software lets you add, manage and track your data much faster than traditional CRMs.

Quickly and easily see a comprehensive view of your sales, key accounts and contacts activity.  Analyse data with ease and set account plans to drive growth.

Automatically track communication and sync with outlook, provide your sales team with a collaborative view of accounts and contact information.

Custom sales processes and workflows

Use our standard out of the box capability for managing your leads and customers or create custom views, personalised to how you work.  A cloud sales CRM finally set up to work exactly how you work.

Define and customise theCRM to support your processes and manage your complete sales cycle.

Set unlimited custom fields.  Set data validation of data types, important fields to encourage your team to capture information or create required fields to make sure must-have information is recorded.

Personalise CRM views to be relevant for each team, making sales in theCRM as simple and easy to use as possible.

We can work with you to personalise theCRM to your needs, create custom workflows and automate processes to drive results more efficiently.

Proactive management

Set activities, tasks and bookmarks to schedule follow ups or collaborate with colleagues.  Easily track all key events as your customer’s progress.

Automate all types of sales, B2B and B2C, long or short sales cycle using your best practice sales processes.

Pipelines and reports

Make your forecast visual. Quickly set up filtered lists to report progress or use our powerful visual dashboards to share dynamic and interactive reports.

Dashboards give management and front-end users instant business intelligence.

Provide quick insight into which processes work and where best to spend time and resources.

Product catalogue and quotes

Create product catalogues to be managed by the system.

Quickly and simply generate quotes in Microsoft Word or PDF templates.

Automatically populate templated quotes with key customer information and selected products.

Integrate and automate

Integrate theCRM with Customer Portals, eCommerce sites, automatically fulfil customer order’s online or provide customers with an online view of product and service status.

Automate tender creation

Automatically match and respond to tender requirements with your product catalogue.  Create the response with comparison against previous tender responses or quickly select responses from search results.

Automate competitor analysis so you can ensure you are still competitive on price.
Create complex tenders in days not months.

15%

growth in first quarter

Rockall Case Study

Complete customer view

CRM sales software made easy. Our unique next generation CRM software let’s you add, manage and track your data much faster than traditional CRMs.

Quickly and easily see a comprehensive view of your key accounts and contacts. Analyse data with ease and set account plan’s to drive growth.

Automatically track communication and sync with Microsoft Outlook, provide your team with a collaborative view of accounts and contact information.

Custom sales processes and workflows

Use our standard out of the box capability for managing your leads and customers or create custom views, personalised to how you work.  A CRM finally set up to work exactly how you work.

Define and customise theCRM to support your processes and manage your complete sales cycle.

Set unlimited custom fields.  Set data validation of data types, important fields to encourage your team to capture information or create required fields to make sure must-have information is recorded.

Personalise CRM views to be relevant for each team, making theCRM as simple and easy to use as possible.

We can work with you to personalise theCRM to your needs, create custom workflows and automate processes to drive results more efficiently.

Proactive management

Set activities, tasks and bookmarks to schedule follow ups or collaborate with colleagues.  Easily track all key events as your customer’s progress.

Automate all types of sales, B2B and B2C, long or short sales cycle using your best practice sales processes.

Pipelines and reports

Make your forecast visual.  Quickly set up filtered lists to report progress or use our powerful visual dashboards to share dynamic and interactive reports.

Dashboards give management and front-end users instant business intelligence.

Provide quick insight into which processes work and where best to spend time and resources.

Product catalogue and quotes

Create product catalogues to be managed by the system.

Quickly and simply generate quotes in Microsoft Word or PDF temples.

Automatically populate templated quotes with key customer information and selected products.

Integrate and automate

Integrate theCRM with Customer Portals, eCommerce sites, automatically fulfil customer order’s online or provide customers with an online view of product and service status.

Automate tender creation

Automatically match and respond to tender requirements with your product catalogue.  Create the response with comparison against previous tender responses or quickly select responses from search results.

Automate competitor analysis so you can ensure you are still competitive on price.
Create complex tenders in days not months.

15%

growth in first quarter

Rockall Case Study

“I’m sure this has helped our company to double it’s turnover since CRM-UK first designed the system.”

Jason Goldberg, Managing Director

Spa Seekers Case study

Features

See our full Feature List

Get in touch!

We'd love to help you achieve more

Get in touch!

We'd love to help you achieve more