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