Sales Portal

Empower your sales team with a fully integrated Sales Portal. Whether you want to track daily sales activity or simply assign and schedule incoming leads, 7 Sales allows you to build an effective sales process for your business.

 

Lead Tracking

  • Assign and schedule leads for individuals or send them to a sales queue
  • Notify your sales team of new leads received with automatic email notifications
  • Accurately measure leads by automatically flagging leads as won or expired
  • Import and assign lead lists to your sales team 
  • Create electronic agreements to more quickly close sales opportunities
  • Conveniently process payments and set up AutoPay during the sales process
screen shot of key 7 software's sales portal
 

Sales Reporting

  • Track monthly sales activity goals for each of your sales team members

  • Monitor lead conversion using the Lead Queue and Lead Reporting tools

  • Record and report sales for recurring and one-time services

  • Incentivize your team members with sales commission and tracking