The Best Solution to Manage Your Sales
What is Sales On TOP?
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Sales On TOP offers a range of features and functionality, including contact management, sales automation, marketing automation, customer service and support, and analytics and reporting. These features help businesses to streamline their customer-facing processes, improve collaboration and communication within their teams, and gain insights into customer behavior and preferences.
What do We offer?
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Sales Automation
Sales automation streamlines tasks, enhances efficiency, and boosts revenue by automating sales processes and customer interactions.
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Marketing Automation
Marketing automation simplifies campaigns, nurtures leads, improving ROI by automating marketing tasks and personalized communication.
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Contact Management
Contact management organizes and tracks relationships, improving communication and efficiency in business interactions and networking.
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Customer Service
Customer service ensures satisfaction by addressing inquiries, resolving issues, and providing support, fostering loyalty and trust.
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Reporting & Analytics
Reporting & Analytics analyze data to derive insights, make informed decisions, and optimize performance across various domains.
Use Sales on Top to improve sales productivity
Sales Automation
- Leads Converting Leads to Opportunity/Account/Contact.
- Opportunities. Potential sales in CRM.
- Accounts. Each account is a central record in B2B model.
- Contacts. Contact can be related to multiple Accounts with specific roles and relationships.
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Calendar
- Meetings
- Calls
- Tasks
- Working Time Calendar
Sending invitations to attendees. - Google Calendar Sync (available in extension)
- Outlook Calendar Sync (available in extension)
- Shared Calendar. The user can see schedules of coworkers.
E-mails
- Email Accounts. Automatically archive emails from personal or group IMAP accounts. Incoming emails can be automatically linked to corresponding records.
- Outbound Emails
- Email Templates
- Email Folders
- Email Signature
- Email Filters
- Mass Email
- Multiple email addresses per record.
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Social
- Activity Stream. The feed where changes and updates to the followed records are shown.
- Follow Button. The user can follow a particular record. The records a user creates or those that are assigned to a user are followed automatically.
Customer Support
- Cases
- Email-to-Case
- Customer Portal
- Knowledge Base
Documents
- Attaching document files
- Document Folders
Sales & Purchases
- Products
- Quotes
- Sales Orders
- Invoices
- Delivery Orders
- Return Orders
- Purchase Orders
- Receipt Orders
- Inventory Management
Telephony
- VoIP Integration (available in extension)
- Multiple phone numbers per record. Different types of phone numbers (mobile, office, fax, etc.).
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Analytics
- Reports (available in Advanced Pack). Allow users to see gathered information about business.
Workflows
- Business Process Management (available in Advanced Pack). BPM tool. Provides an ability to model and automate business processes.
- Workflows (available in Advanced Pack). Actions can be triggered if specific conditions are met. Available actions: send email, update record, create new record, create notification, assign record by specific rule.
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Misc
- Maps. Displayed based on address fields.
- Dynamic Forms
- Calculated Fields
- Data Privacy Management
- Kanban Boards
- Export to Excel (video tutorial)
- Export to CSV
- Printing to PDF
- Google Contacts
- Integration (available in extension)
- Outlook Contacts
- Integration (available in extension)
Marketing Automation
- Campaigns
- Mass Email Marketing
- Mass Mail Merge
- Target Lists
- Sync Target Lists with
- Reports (available in Advanced Pack)
- MailChimp Integration (available in extension)
- Web-to-Lead
Customization
- Layout Manager. Change layouts for detail and list views.
- Entity Manager. Create custom entities, fields and relationships.
Label Manager. Ability to customize application labels. - Extensions. Ability to customize your SOT with installable extensions.
Administration
- Data Import
- Users
- Teams. Users can be organized into teams.
- Roles. Access control can be set for whole team and specific users.
- LDAP Authentication
- Currency Rates
- Themes support