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Sales Applications

Deal Management

2/9/2007 by TeamDesk

This preconfigured web-based application allows to keep all your contacts, files, documents, notes, maps, directions for a deal in one place.


Invoicing

11/7/2006 by TeamDesk

This preconfigured web-based application provides your team with a centralized environment to create proposals, invoices, acknowledgements, and receipts for your customers and clients.


Invoicing with Client Portal

6/20/2007 by TeamDesk

This preconfigured web-based hosted application provides your team with a centralized environment for effective invoices creation and management, payments control and invoices delivery via e-mail. Clients have access to their invoices and balance information through the Client Portal.


Leads Management

11/7/2006 by TeamDesk

This preconfigured web-based application provides your team with a centralized searchable environment to manage sales leads.


Sales Contracts Tracking

11/7/2006 by TeamDesk

This preconfigured web-based application provides your team with a centralized searchable environment to keep track of existing sales contracts.


Sales Materials Organizer

11/7/2006 by TeamDesk

This preconfigured web-based application provides a centralized searchable environment to store all marketing materials and presentations and share them among your marketing team.


Sales Playbook

11/30/2011 by TeamDesk

The goal of this application is to put structure to the sales process. New people approach your business from different points of entry (the sales funnel). Each point of entry can have a different process to get the desired sale. This application allows you to create a set of steps for each sales path and then assign each step to a specific person in your business.


Simple Leads Management

6/5/2007 by TeamDesk

This preconfigured web-based application provides your team with a simple centralized searchable environment to manage sales leads and contacts.