Sales Leads | Aptora Corporation

Sales Lead Manager

Marketing Management

This system work hand in hand with the Sales Lead Management system to offer you the most useful information possible.

Enter Marketing Campaigns

Enter complete descriptions regarding all marketing efforts. Assign phone numbers to your marketing methods. Monitor all advertising and marketing data points in one place. No longer hunt around piecing together different bits of information.

Marketing List Generator

Perform very sophisticated queries on your contact database to reveal precise sales leads. You can perform multi-level searches based on prospect type, department, sales person assigned, geography, purchase history (comprehensive), spending, service agreement activity, credit, and much more. Save queries for later use. Easily export the query to Mail Chimp or your favorite email marketing system. You may also use the list to perform mail merges straight into MS Word or MS Outlook.

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Track Marketing Performance

Tracks all sales and expenses by marketing type. Since accounting is built-in, there is no double entry. Compares and analyzes marketing campaigns. Know exactly which advertising and marketing campaigns have been a success and avoid repeating the failures.

Sales Letter Generator

Design sales and marketing letters perform mail merges that go way beyond simple contact information, and print or email.

Sales Lead Management

Open the Sales Lead Manager, sort, and view every sales opportunity in the sales funnel.

Qualification List

Create a custom list of sales qualification questions including Yes/No, fill in the blank, check off, and more. Qualify your prospects using an objective method.

Profile Questions

Create a list of profile questions that can vary by product. This allows you to have a systematic approach to data collection by product.

Track Financing Offers

Track various finance offers made to gauge the effect on closure rate and assure compliance with sales policies.

Required Fields

You can set certain fields to be required upon creation or editing. This will help assure valuable information is collected the first time.

Automatic Reminders and Thank You Messages

The app will send reminders on service calls and even send thank you emails after the work order is completed. You can embed links to satisfaction surveys and include pictures. We offer a complete “mail merge” type of interface allowing you to customize the message with variable fields.

View Appointments

You can easily manage sales lead appointments, personal appointments, and others directly from your mobile device.

Offer Accept and Decline Option

When previewing the work order, estimate, or invoice, your client can press Accept or Decline. This is a user preference. This feature takes the pressure away from the technician and holds the client accountable for future callbacks. It is easy to search for declined options is Total Office Manager. This

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Real Success Stories

Thousands of happy customers

My husband and I have been with Aptora now for 9 months and decided it would be beneficial for us to attend their Aptora University training workshop. We just finished our three-day training and it was one of the best decisions and investments we could have made. The owner James, along with his staff, were 100 % available, attentive, accommodating and informative and provided us with a comfortable, friendly and family like atmosphere. The location couldn’t have been more convenient with the class being held in our hotel conference center and food and drinks were provided to us every day, all day. The training content was well structured but the topics were also driven by all of us who attended… we were able to ask questions, get our issues known and resolved and our suggestions were always taken into account and accommodated. I have not found another company where we as customers, have this much hands-on and face to face interaction with our software company support team, let alone the owner himself. And even more so, we were able to meet and share with other business owners and be exposed to different perspectives and ideas on how to use Aptora. The whole experience was truly priceless and insightful.

I would highly recommend attending the next Aptora University training!

Mary Day

DayCo Mechanical Services Inc

HIGHLY RECOMMEND!! This Flat Rate Plus software helped me turn my electrical business into a PROFITABLE service business. I have used the product for 8 years, and I love how every piece of it fits together to create the perfect system for a service business. The software, as well as books and training videos have allowed my technicians to become the leading service providers in our area. It was built for HVAC, but I use the version created for electricians and my whole team loves it. WELL WORTH THE INVESTMENT!!!

Stephanie Barney

Lightspeed Electrical Services

Here at Buffalo Alarm Inc., we’ve been using Total Office Manager since 2011. As the owner of the company, I looked at many different platforms before choosing TOM. I chose TOM because it’s made specifically for contractors. The schedule board is awesome and we use it every day. We’ve been very happy with Total Office Manager.

Michael Adolf

Buffalo Alarm Inc