• Schedule follow-up calls, meetings and contract tasks with shared calendar
• Allows exporting of e-mail addresses to external broadcast e-mail services (New)
• Create and setup follow-up action plans of calls, e-mails, letters and contract tasks
• Imports client information from Excel, CSV format or QuickBooks (New)

• Manages the sales process from initial contact through to under contract
• Tracks and manages your hottest prospects/clients
• Tracks all client information
• Handles multiple job opportunities per client
• Generate, print or e-mail lead sheets to sales people
• Track source of leads for both clients and job opportuntities
• Allows users to add notes, pictures, other contacts, additional information and documents to job opportunities (New)
• Set follow-up marketing action plans to clients or a job opportunities (New)

• Tracks e-mail history by client and/or by job
• Tracks e-mail’s information, which includes:
  • Date/time
  • Event
  • Sent by
  • Received by
  • Subject
  • E-mail body detail
  • E-mail attachments

• Create standard marketing action plans of phone calls, e-mail, direct mail and or to-dos
• Assign Action Plans to clients and/or jobs

• Schedule phone calls, meetings and contract tasks
• View client meetings, calls and contract tasks on shared client calendar
• View location of client meetings
• Integration to Microsoft Outlook for Mobile device access

• Track open, closed, lost, completed and cancelled job opportunities (New)
• Track sales by job type, sales stage, sales person and by date
• Lead summary by month
• Closing time frame report

Simple Scheduling Project Management Module (New)

• Syncs job notes with Simple SalesBuilder client’s jobs
• Syncs job attachments with Simple SalesBuilder client’s jobs

• Client and job information is available in Simple Estimating
• Bid information including contract amount and contract date flows back from Simple Estimating

• Integrated with Microsoft Word to create contracts, letters, documents and/or standard e-mails
• Integrated to Outlook to create e-mails and client e-mail history
• Integration to Microsoft Outlook for Mobile device access
• Integrated to Excel for reporting

• Remote accessibility with any mobile device via the Internet with RDP connectivity