Ximpler Sales

Manage clients and projects.

Ximpler Sales is a collaboration, communication and management tool that wraps your company in a practical and effective collaboration discipline to achieve growth, organizational efficiency and extraordinary results.

With Ximpler, the entrepreneur can integrate, organize, motivate and keep his team of collaborators focused, managing and providing timely and immediate follow-up to the workflow, pending tasks, responsibilities, commitments and expected results in all areas. of the company, Ximpler Sales allows you to manage everything you need with your customers.

Ximpler Sales contains the following modules:

- Dynamic agenda. Organize, schedule, plan and follow up and provide feedback on priority tasks and pending tasks, as well as the flow of work and information between all areas.

- Sales funnel. Register, control, manage and provide feedback on the information of your prospects and clients, as well as monitoring the commercial process of sales and results.

- Leaflets. Create and manage customer prospects, with meta information such as tags, attachments, an internal chat, assigned advisors, and potential sales.

- Customers. Once the prospects have sales you can convert them into clients that will need to be followed up.