Manage your Sales Pipeline

Don’t Let A Single Opportunity Get Away




Dashboard Image of Opportunity Screen

Why Jacktrade Gives You More



Automated Classification and Tagging

Outbound Email Integration

Activities, Notification, Action Lists

In-built Visual CRM

Reporting & Forecasting

Lead Capturing

“The smartest sales system I’ve ever used, and it works from anywhere...”

NO MORE FOMO. NEVER MISS ANOTHER DEAL.

  • Visual dashboard of opportunities at your fingertips.
  • Multiply Sales 10X with increased follow-up and email integration.
  • Enhanced lead capture from website traffic conversion to opportunity.

TWO Simple Steps to Start Selling


Add Opportunity for the Customer

Enter customer name and email id or select from your existing contacts.


Start Communicating

Add estimates, products or materials to the services and set quantity.

Jacktrade does the rest

  • Adding opportunities to the right group.
  • Set up groups, forecasts.
  • Link existing quotes and jobs to customers.
  • Keeps track of your action items and to-dos.
  • Allows resource assignment.

Now, your sales team is more free to maximize client engagement.

A free CRM system built in for managers.

  • Quick insight into top potential clients in the pipeline.
  • Easy check in on sales rep performance and assignments.
  • Customizable to your business needs.
...

Visually Organized Pipeline.

  • View your pipeline based on Win Chance, by Timeline or Revenue potential.
  • Supports multiple businesses and geographic locations.
  • Easy drag and drop to the lane of choice.
...

There are no second chances when it comes to customer retention.

Automated follow-ups ensure your engaging clients even when you’re not working.

  • Greet new leads with a welcome email.
  • Create templates ahead of time.
  • Existing clients receive automated reminders, emails and texts customized to their needs.
  • Action Tool - Use this feature to set up your personal reminders and star important next steps.
  • All interactions stored in one place.
...

Put your highly effective sales tool to work to win you more business.



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Ready to check out these features for free.?

FAQ's

FAQ

What do all the data points on the Opportunity Card represent, and can I customize.?

FAQ

How can I create multiple email templates and use for different occasions.?

FAQ

How can I set up action items to makes sales process repeatable and easy get notified of each step.

FAQ

How do I assign a user to handle all the transactions for certain customers.?

 
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