The Best Solution to Manage Your Sales
What is Sales On TOP?
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?
Sales Automation
Sales automation streamlines tasks, enhances efficiency, and boosts revenue by automating sales processes and customer interactions.
Marketing Automation
Marketing automation simplifies campaigns, nurtures leads, improving ROI by automating marketing tasks and personalized communication.
Contact Management
Contact management organizes and tracks relationships, improving communication and efficiency in business interactions and networking.
Customer Service
Customer service ensures satisfaction by addressing inquiries, resolving issues, and providing support, fostering loyalty and trust.
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.
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.
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.).
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.
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