Sales Team Software

Manage and improve your sales team’s results with our powerful sales team software. BuddyCRM includes all the tools you need to run a fast, efficient sales organisation.

BuddyCRM key performance indicators (KPIs)

Key Performance Indicators

Compare team members on the measurements that matter most to you.

Rank members in leaderboards on any measurement of activity in your database from contact dates, sales data, profit margins, meetings, etc. Anything you store in the CRM can be measured.

Ownership and Security

Easily swap out members of your sales team with security and ownership features.

Transfer ownership of records to new team members in one quick function, restrict reports to certain members, open up specific functions such as email marketing to key members.

Set security options on your reports so only certain users can use them in BuddyCRM
Manage your scheduled reports in BuddyCRM

Reporting

Automate reports and have them sent to you on a regular basis. No more time-consuming collation of data.

A sales team management tool

BuddyCRM gives the sales team manager everything they need. It simplifies your life, reduces your administration time, organises your team, ensures they stay on accepted best practices for your sales process, enables a sales pipeline, and provides real-time, measurable metrics that can be automated with reports.

Simple & Straightforward

A reduced learning curve is guaranteed with BuddyCRM. We provide full training and set up your CRM so it works the way you want it to. All functions are designed to work with a minimum of clicking. Everything just works.

A visual interface to your sales data

No more scrabbling around in Excel sheets. We combine all your third-party software so that you only have to visit one place to see how sales are progressing.

Easy to use

BuddyCRM is simply to use and easy to set up. Import your existing customers and leads and you’re ready to go.

Customise it

Make BuddyCRM work the way you want it to. Add as many custom fields as you want (and report on them). Create your sales pipeline to follow your sales process and reap the rewards of a sales team that stays on track.

Automate everything

No more skipped leads or missing reports. Automate those key functions with workflows so that every lead is followed-up, every call is made, emails are sent, and reports are produced.

Integrate

BuddyCRM works with everything you may currently use from ERP, logistics, accounting, and email software. Our API will seamlessly connect to your other products eg. Mailchimp, Sage, etc. and bring that information into your account records so you’ll have a single customer view.

Any questions?
Give us a call on 0121 288 0808