Leads

My Assistant Software is used by contractors and homebuilders to manage their sales, marketing and service functions. Plumbers have especially important requirements for managing their new home marketing, sales leads, option selection and sales process. Commercial contractors have more straightforward customer management requirements. This function gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company's sales, marketing, and customer service processes - along with native Microsoft Office Outlook integration. This delivers a fast, flexible, and affordable solution. My Assistant Software works across all industries and customers can choose which deployment model is best for their business – On-Demand or On-Premise.

Key Differentiators

  • Capability of managing new leads from the website directly in to database
  • Easy to assign leads to the sales reps for marketing purposes
  • Easy to track sales targets and their work status
  • Keeps track of history of the clients, makes it easier to recall