Always be on the know with Real-Time Alerts for all your CRM online quotes
SeoToaster CRM Ultimate let you log opportunities, and then create and email links to any number of quotes to your customers. Quotes can be viewed privately online by your customers, and whenever an action is performed on an online quote within SeoToaster CRM Ultimate edition, it is logged, and instantly displayed in the Timeline tab with important info, and direct link to the online quote.
Prompt customers for a chat while they're looking at their private online quote when deploying an online chat application of your choosing, or using our Olark plugin, which is pre-deployed and recommended. Answer questions at this critical moment and see your conversions rates soar.
Find out when an online quote has been viewed, edited or sent, with the date of the action, and the total quote amount.
Filter client's history by actions types, using top-level controls, whether Inbound, Outbound, or All.
Then drill-down at will for actions sub-type. For instance select Outbound from the top left of the Timeline screen, then Quotes Sent from the top right of the Timeline screen to view all quotes sent to this account.
More SeoToaster CRM Features
- Track leads activities SeoToaster CRM let you bring visitors data across all the devices they use, as well as any number of websites. Deploy our analytics code to your websites or mobile apps and get the entire history associated with a lead in your CRM
- Adwords conversion tracking Simply paste in your conversion code into your form field. If you sell physical or digital products, SeoToaster CRM also automatically track and send cart transaction amounts back to your Adwords account so you know exactly what your ROI is.
- Email tracking Track your outbound email, who’s opening them, who’s looking at the attachments, then nurture your leads into automated email marketing drip sequences, and easily filter and add emails to Constant Contact, MailChimp or your SambaSaaS Marketing cloud ...
- Online quotes Log an opportunity, create confidential quotes, email them, get alerted and initiate a chat session automatically whenever your lead is looking at them. Powerful stuff to convert more leads into sale.
- Inbound and outbound call tracking Get a phone tracking number anywhere in the world, display it on your landing page, website, anywhere, and track and record both inbound and outbound calls right under your lead timeline.