Saleswah Lite CRM Add-in tracks your sales opportunities from the familiar environment of MS-Outlook. The Personal CRM installs as a menu inside MS-Outlook.
Contact Management: using native Outlook features ability to categorize your business contacts in Outlook as “Saleswah”
Opportunity Management: Create opportunities in one click; log and track stages of the opportunity. - Tag more than one contact to the same opportunity. Log follow up tasks to each contact in an opportunity record. Synchronize the tasks with native Outlook calendar and follow up.
Optionally, if you register online and link with your online account with Saleswah CRM, you can further sync your contacts, accounts and tasks and get access to other premium features.
Sync up with Saleswah CRM online and get access to reports, dashboards, campaign management features, the ability to send quotes and proposals, manage teams, territories etc- in short everything you have come to expect from a enterprise class CRM software.
Saleswah allows you the freedom to work on your contacts, deals and tasks from the platform of your choice.
Saleswah Lite CRM makes possible for small businesses and individuals to track their sales opportunities, business contacts and related tasks for free.
You can even sync contacts and tasks with Google Apps and have the Saleswah CRM send you alerts for potential deals.
The typical user can be an individual or a small business owner, tracking opportunities and related tasks. Or it is someone who is part of a large enterprise sales team, using Saleswah CRM online and uses Saleswah Lite CRM as a offline front-end.