Sales CRM EZi 1.1

Sales CRM EZi allows anyone in sales to manage and track your Sales Opportunities on your iPhone. It can also produce a realistic sales forecast.

Main features include:

Select iPhone contact names or company names against an opportunity (optional).

See your current sales pipeline allowing you to focus on what needs to be closed.

View outstanding sales opportunities by Next Action Date, by Estimated Close Date or by Contact Name.

Set your next communication or action for each sales lead.

Overdue action and close dates are highlighted in red.

View historical Sales (Won or Lost).

Set 5 user defined statuses by altering the stage descriptions and stage probability percentages (configured in settings).

Dashboards use your percentages to show a realistic sales forecast.

View dashboards to show:

6 month sales pipeline opportunity by sales value based on probability percentages.

6 month 100% sales opportunity to show your total potential (should you close everything).

6 month commission forecast based on probability percentages.

6 month 100% commission opportunity to show your total potential (should you close everything).

User defined commission percentage will calculate commission on each opportunity (or type in). This can be set to calculate based on the turnover or the profit.

Set your monthly target - for dashboard comparison.

Use of snippets to enter repetitive opportunity titles, competitors, next action, problem, solution and notes.

Prove to your boss you have your finger on the pulse!

Ideal business app for anyone in sales who needs to keep track and focus on sales opportunities.
Coming soon:

Email current Sales Pipeline and Forecast.

Peer to Peer Connectivity - allow you to pass a sales lead from one salesperson to another.

Ability to link back to iphone contact details.

Ability to add an action to your calendar.

Copy facility for entry of multiple opportunities.

Support of Multiple Languages.

Picture store against an opportunity.

More charts.
Please email us further suggestions at support@eziphoneapps.com

Visit www.eziphoneapps.com for more sample screenshots