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Simple Sales Tracking

The Powerfully Simple CRM·simplesalestracking.com

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Simple Sales Tracking is a web-based CRM built for tracking and forecasting individual and team sales. It provides contact management, lead and sales pipeline management, task and calendar tools, document storage, and reporting designed for small and medium sized sales teams. The product is accessed entirely through a web browser and includes commission tracking, a sales dashboard, and third-party integrations for email and social marketing.

What it's for

Storing and searching customer contact informationManaging leads, opportunities and accounts through a sales pipelineTracking interactions with prospects and customers across channelsManaging team and individual calendars and appointmentsTask management integrated with contacts and leadsStoring and retrieving documents associated with sales and contactsAutomatically calculating expected sales commissionsViewing sales activity and opportunity status on a dashboardGenerating custom sales, task, and contact reportsRunning email marketing campaigns via integrationPosting to social media via integration

Features 20

  • 3rd party integrations (Campaign Monitor, Hootsuite, Twitter)
  • Calendar Management (shared and individual calendars)
  • Commission Tracking
  • Contact Management
  • Customizable fields, logo, and pipeline stages
  • Document Management linked to sales and contacts
  • Import existing data
  • Interaction Tracking
  • Lead & Sales Pipeline Management
  • Microsoft Outlook Plugin for syncing appointments and contacts
  • Mobile Version
  • Multi-level permissions for sales teams
  • Nightly Data Backup
  • Open REST API
  • Real-time collaboration and activity feed
  • Reporting and Analytics
  • Sales Dashboard
  • Smart BCC Email Integration
  • Task Management integrated with contacts and leads
  • Web to Lead contact form integration

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb
Forsmall businesses, medium sized businesses, sales teams
CompanyPTEC Group, Inc.

Integrations

Campaign MonitorHootsuiteTwitterMicrosoft Outlook

Pricing

Prices are stated per user per month in US Dollars. A 'We Pay You!' refund guarantee offers a refund of up to 3 months if sales don't increase enough to cover the cost.

Annual Billing - Full Unlimited Access$13.75/user/mo · billed annually

Discounted rate for annual billing; includes 1 month free.

Priced per user per month, billed annually

Monthly Billing - Full Unlimited Access$15/user/mo

Unlimited Leads, Opportunities & Accounts, Unlimited Appointments, Contacts, Tasks & Notes, Smart BCC Email integration, Daily Email Reminders, Custom Sales Record fields, Custom Sales Pipeline & Lead Sources, Customizable logo, 1 Gb Uploaded File Storage Space, Reports & Charts, Commission Tracking, Multi-level permissions for sales teams, Real-time collaboration and activity feed, Web to Lead contact form integration

Priced per user per month

Last checked 28 days ago·