SALES
Capture Leads, Convert to Sales.
Our approach to sales is about turning leads into lasting partnerships. The Sales Portal is designed to keep your leads organised, streamline the sales process, and ensure accurate information every step of the way. By managing data efficiently in a dedicated space, we make lead conversion seamless and reliable, empowering your team to focus on building strong client relationships.
Streamlining sales from lead to contract.
The Sales Portal is designed to manage and streamline the early stages of the sales process. It allows users to handle customer information, track leads, create and edit quotes, and manage job details. We know sales can get messy! By using a separate integrated dataset for lead data, it keeps information organised and distinct from live data, ensuring accuracy during the lead conversion to active contracts.
The Sales Portal also offers document management, workflow and robust reporting capabilities, providing a comprehensive platform for efficient lead management and sales tracking all in the one platform.
The BusinessCraft Sales Portal is a web-based tool part of the BC Online product line.
TRACK LEADS
Make leads easy to track.
We track leads by organising customer information, contacts, and lead details in an integrated dedicated dataset. Workflow tools, notifications, and activity boards keep you updated on every stage, ensuring nothing is missed. Quotes, job details, documents, and events are all linked to each lead, providing a complete view and accurate tracking throughout the sales process.
PRICEBOOK
Get prices sorted, everywhere.
BusinessCraft’s price files allow you to build a network of regional pricing records over time, fully integrated with the quoting functions. With intuitive pricing update tools and import options, you can easily manage and adjust sales prices. The built-in reporting engine enables you to generate detailed price books by region and product, ready for your marketing materials
QUOTES
Effortless quoting with pricebook integration.
From your pricebook library, you can create structured, template-based estimates, allowing you to generate multiple quotes quickly for each sales lead. Your estimating champion controls the options, ensuring consistency for sales teams and other estimators. The estimate duplication feature enables fast editing and additions from your pricebook or text-based lines. With robust report design tools, you can produce professional, polished quotes that make an impact on potential clients
Love closing deals? Let's connect!
If sales are your passion, reach out to discover how our solutions can boost your success.