Direct Sales CRM
Focus your marketing efforts
Professional and Modern CRM, providing streamlined marketing and appointment booking for direct door to door sales professionals. Manage your leads/marketing, appointments, and sales from one platform.
Upload your leads, and manage them through our easy marketing system. Call specific areas, and filter marketing efforts based on certain criteria.
Complete daily overview of the days appointments. Mapping/Street view of appointments, for easy decision making, and easy dispatch to working Sales Reps via SMS text messaging.
All sales are tracked in the Sales Journal, with full stats per Sales Rep, and easy output to Excel report files.
Sales Reps get personalized profiles, and progress through levels, achieving points and trophies/badges, based on their sales performance. Keep better track of your team, via leaderboards and contests.
ClozerTools offers a daily snapshot overview, of your teams performance at any given time.
Weekly and Monthly snapshots, with user-settable goals, to keep your teams performance on track.
Weekly and Monthly Appointments, Sales, and Stats. With settable goals.
Minified Appointment board, so you can keep track of your daily appointments at a glance. Without having to go into the actual appointment board.
Daily statistics for your marketing efforts. Useful metrics like Calls Made, Appointments Booked, Bookings per hour, Average time spent per call...
Display the appointments you need for certain areas, to fulfill your daily numbers, so you can reach your sales goals easier and faster. With less thinking.
If you don't like the background for the main pages, or the background for the container pages, you can simply switch them to something you do like.
My marketing room production is up and being organized is helping me get a lot more done. The moral is high also. Thank you guys. This made a huge difference in my business
We offer unlimited support when it comes to issues and problems you are having. We will help you at every step of the way, to get setup to be running seamlessly and smooth.
Your data is stored in the Cloud on a secure server. Data backups occur nightly, and your data is always safe.
Depending on your subscription plan. Certain aspects of the platform are fully customizable to your business. Just let us know what you want customized and we will produce those features with a quick turnaround.
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