If you are looking for a great way to manage your sales performance and track leads, then Dashboard could provide the answer. Billed as a simple customer relationship management tool, it provides a way for you to focus on your customers from a beautiful, web-based interface.
The site contains everything you need to interact with your leads and customers, including easy ways to manage users, to create documents, track action items, agendas, and notes. All of these functions are easily accessible from the quick click sidebar.
The dashboard for which the application is named provides a quick overview of tasks, latest leads and recent activities. From there you can drill down deeper in each section using the individual tabs. For example, looking at the leads provides the contact information for a lead, as well as all the associated notes, action items, and documents. While the site is still in beta, it already delivers many important aspects of lead management.
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December 22, 2010
I don’t know if I like it in this stage, but it has a lot of potential seeing as its still in Beta. The interface is beautiful. It definitely has that over other programs.
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