One app for sales, marketing, customer service and more
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Features
Enhance your sales and business processes with powerful tools designed to streamline workflow, track opportunities, manage contracts, and optimize team performance.
Business process designer
Manage the entire process from the moment the opportunity arises to the detailed description of the job, bidding and closing the sale. Taking orders or tracking contracts is now very easy.
Activity manager
Schedule visits for your sales teams, do your email correspondence and phone calls with customers, always remember and follow up with your customers.
Sales tracking
Define your sales opportunity with all the details. Follow the customer's needs, the products and services you can offer, your competitors on the opportunity. Monitor your probability of winning the opportunity and take action.
Destination manager
Create annual quotas for your sales teams and define their goals to keep them motivated. Follow your targets for increasing current sales, cross selling products and services, and providing sustainable income at any period of time.
Offer templates
Easily convey your products and services to your customers using ready-made proposal templates. Save your offers as PDF and store them on CRM. Explore different proposal formats featuring your company logo.
Order and contract management
Create an Order record for your positive closed sales and sign a Contract if you wish. Track your contract renewals and related payments.
Have questions?
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Appointment for an online meeting
Set an appointment time and experts will explain Robosme's features in an online meeting.