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ease
features
design
support

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Description

Achieve Your Sales Goals. Eliminate the hassles associated with sales processes. LeadPlotter offers a comprehensive suite of tools designed to enhance your business operations within a user-friendly interface. Continue reading to discover why it stands out as the superior choice for your company. With LeadPlotter, you have access to a Personal CRM and Account-Based Marketing (ABM) system that effortlessly organizes your leads and clients while allowing you to efficiently plan your daily activities based on your locations. It also enhances customer satisfaction, all accessible from any device at any time. Utilize LeadMapper to identify, locate, and transform potential leads in your sector into loyal clients, including medical and dental practices, firms, and various organizations. By using LeadMapper, you can close more deals and reduce time-consuming tasks throughout the sales journey. This innovative tool empowers sales representatives and technicians to maximize their efficiency and effectiveness in the field, enabling them to visualize and track potential leads and existing customers on an interactive map. In this way, LeadPlotter not only streamlines your sales efforts but also contributes to overall business growth and success.

Description

SmartSales is a comprehensive CRM designed specifically for field sales, streamlining processes by reducing paperwork, enabling sales representatives to enhance their performance while saving up to 90 minutes each day. It features efficient territory management that allows for geolocation and segmentation of prospects and clients, ensuring accurate and up-to-date information on inventory, pricing, and documentation at all times. Users can easily monitor their activities, customize, and produce detailed visit reports alongside brief notes. The app is action-oriented, allowing for immediate order placements, eliminating unnecessary delays. Traditionally, sales reps are burdened with extensive paper documents and product catalogs, lacking real-time visibility into stock levels during client meetings, and they often have to deal with the inconvenience of manually entering signed orders into the CRM later. Additionally, outdated marketing materials can be presented to clients, leading to missed opportunities. SmartSales addresses these challenges effectively! By adopting this solution, sales teams can focus more on selling and less on administrative tasks.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Exact
HubSpot CRM
HubSpot Customer Platform
IBM Cloud
Mailchimp
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Exchange
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Oracle Cloud Infrastructure
SAP Cloud Platform
Sage Business Cloud Accounting
Salesforce Sales Cloud
Sugar Sell

Integrations

Exact
HubSpot CRM
HubSpot Customer Platform
IBM Cloud
Mailchimp
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Exchange
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Oracle Cloud Infrastructure
SAP Cloud Platform
Sage Business Cloud Accounting
Salesforce Sales Cloud
Sugar Sell

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$59 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Lead Plotter

Founded

2018

Country

United States

Website

leadplotter.com

Vendor Details

Company Name

EASI

Founded

1999

Country

Belgium

Website

easi.net/en

Product Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Alternatives

Alternatives

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Inzant Australia Pty Ltd