Features – Boxes
Leads
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Manage Your Leads
Fast-track sales and provide a better customer experience with the flexibility to send quotes, follow up customers, collaborate on leads and forecast revenue.
Provide accountability and transparency to your sales teams and sales managers for all work that has the potential to generate income.
Report on performance and hold your team accountable using dashboards and reports.
Leads Map View
Map view enables you to visualise the location of your customers, leads and opportunities, while allowing you to drag and drop meetings to help plan your on-site visits.
Sales Dashboards & Reports
Reporting and dashboard visualisations help provide the information you need to make informed business decisions about past, present and future performance.
- Permissions-based sales dashboards with teams viewing
- Hold each team member accountable for performing their best with full visibility of salesperson-specific pipelines
- Report on historic or periodic performance using detailed reports which help you uncover and analyse performance trends
- Estimate future income using our forecasting dashboards
- View and manage future recurring income using our trailing revenue dashboards
Quotes
Centralise your quoting functions, stay on top of follow-ups and close more deals – streamline your sales process with powerful quoting tools that help you sell more.
- Create impressive, branded quotes with our Template Toolkit
- Add single or multiple items
- Utilise product grouping and create favourites
- Track commissions for sales reps
- Track gross profit by business division
- Manage suppliers
- Track recurring income for products and services
- Track recurring revenue across the business
- Manage freight pricing
Sales Reps Commissions
Incentives are an important part of driving an effective sales team. CommTrak’s commission tracking allows you to target key sectors or products by customising commission structures and GP targets across your team. That means more motivation and bigger growth.
CommTrak provides visibility of these targets through dashboards and reports, to keep tracking targets and sharing information simple and straightforward.
Leads
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Manage Your Leads
Fast-track sales and provide a better customer experience with the flexibility to send quotes, follow up customers, collaborate on leads and forecast revenue.
Provide accountability and transparency to your sales teams and sales managers for all work that has the potential to generate income.
Report on performance and hold your team accountable using dashboards and reports.
Leads Map View
Map view enables you to visualise the location of your customers, leads and opportunities, while allowing you to drag and drop meetings to help plan your on-site visits.
Sales Dashboards & Reports
Reporting and dashboard visualisations help provide the information you need to make informed business decisions about past, present and future performance.
- Permissions-based sales dashboards with teams viewing
- Hold each team member accountable for performing their best with full visibility of salesperson-specific pipelines
- Report on historic or periodic performance using detailed reports which help you uncover and analyse performance trends
- Estimate future income using our forecasting dashboards
- View and manage future recurring income using our trailing revenue dashboards
Quotes
Centralise your quoting functions, stay on top of follow-ups and close more deals – streamline your sales process with powerful quoting tools that help you sell more.
- Create impressive, branded quotes with our Template Toolkit
- Add single or multiple items
- Utilise product grouping and create favourites
- Track commissions for sales reps
- Track gross profit by business division
- Manage suppliers
- Track recurring income for products and services
- Track recurring revenue across the business
- Manage freight pricing
Sales Reps Commissions
Incentives are an important part of driving an effective sales team. CommTrak’s commission tracking allows you to target key sectors or products by customising commission structures and GP targets across your team. That means more motivation and bigger growth.
CommTrak provides visibility of these targets through dashboards and reports, to keep tracking targets and sharing information simple and straightforward.
Security
As technology continues to evolve and security risks increase, it’s important to know your data is secure. With IP-based permissions, password complexity controls and two-factor authentication (2FA) all available, you can be sure your data is safe with CommTrak.
No longer will you have to worry about giving the wrong people access to sensitive information – set permission restrictions for specific data sets, set security permissions at the user level, or assign permissions in bulk using team security settings.
Extensive staff activity reporting is also available to assist with performance coaching and assessing security concerns.
Data Sheets & Form Builders
Stay organised by building data sheets to collect customer and project information online. CommTrak’s form builder allows you to build customer forms for both internal and external functions.
Send beautifully designed, easy-to-use customer surveys, data collection forms or quotes using a unique, secure and trackable URL.
Create internal data collection templates and link them to numerous modules throughout CommTrak.
Customer Management
Data integrity is critical to managing any business, and CommTrak provides the tools you need to ensure your database is kept up to date.
- Customer importation
- Duplication management and AI-driven tools
- Customer duplication alerts
- Customer reassignment features
- Users’ ownership management
When a staff member leaves your business, you can feel confident knowing CommTrak has extensive tools to ensure their replacement is introduced into the process flow with ease.
Marketing & Telesales
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Branding
Your brand is unique, and the way you connect with your customers should reflect that. Customise your customer-facing communication across CommTrak to ensure you maintain a consistent message to your customers.
Email Marketing
We all know email communication provides an impressive ROI when executed correctly, and with CommTrak’s extensive customer and contact profiling, you can effectively manage your lists and segment your customer base.
Catch your customers’ attention and share important information with attractive templates. Visible campaign history and detailed results tracking lets you report on campaign success and easily follow your interactions through leads and sales.
Telesales
With CommTrak, you can generate internal or external lists of opportunities to drives sales campaigns and extend your reach.
Target customer segments with a wide range of telesales tools, and track results using extensions reports of dashboards features.
Projects, Workflow & To-Do
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Projects
If effective teamwork is important to the success of your business, our task and project management tools offer the collaborative solution you need.
Create large scale projects that involve smaller tasks assigned to specific employees to help break down workloads.
Visualise your projects on the Kanban or map view to give yourself an all-encompassing look at what is on the company pipeline.
Easily track and reassign key activities between team members with ease using drag and drop functionality.
Workflows
Maintain accountability and transparency with CommTrak’s easy to use Workflow Module.
Whether your process involves simple tasks for one team member, or complex and long-term collaboration between multiple team members with numerous tasks – stay organised and never let tasks or projects slip through the cracks.
- Never miss another deadline, with transparency and visibility for all tasks and workflows across your business.
- Use the workflow load manager to easily view your team’s workload and reallocate resources as required.
To-Do
Don’t let anything slip through the cracks in your business, no matter how small. Utilise this quick and simple task manager for allocating those minor, ad hoc tasks which otherwise get lost in emails and chat messages.
Jobs, Managed Services & Ticket Management
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Tickets
Unlike email, CommTrak’s ticketing system is designed for team collaboration and clarity. This means that you can do so much more than just sending replies.
Manage tickets via priority or custom SLAs.
Assign every ticket to a specific user, department, or user within a department, so there is no confusion about who should be working on which task.
Filter and search for tickets based on specific properties, so the most important tickets that users should work on are front and centre.
Track technicians’ billable and non-billable time throughout tickets, and effectivity report on this information using productive reports.
Working alongside our skills matrix, assign specific call-out and labour rates for each technician.
Jobs
Sometimes a Job just needs to get done! Convert Tickets to Jobs, create Jobs for external contractors or simply allocate a Job to an existing user
Jobs are brilliant in their simplicity, easily allocate work to a service person and have a customer signoff upon completion.
Track billable time , while capturing important onsite information using our Datasheets.
Customer Portal.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Make your customers feel special by providing them with access to their information via a secure and dedicated customer portal.
Customers can log a ticket, place an order using CommTrak form builders, or simply see the progress of their project or sale, all in one place.
Inventory & Products
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
CommTrak allows you to create simple or complex products with ease.
Whether it be:
- Hardware
- Software
- Labour
- Recuring income products
- Complex recurring income formulas to track diminishing remuneration
Quote on these products using CommTrak’s quote tools and track their progress via sales workflows.
Streamline the procurement process, avoid stock shortages, and maintain supply with purchase orders that are quick and easy to create.
Add detailed purchase information and include freight and custom charges to track the entire procurement process.
Reserve and track stock throughout the sales process with CommTrak.
Reporting
CommTrak provides an extensive reporting module, covering all aspects of your data. Automatically generate weekly, monthly or annual performance reports, or simply access the data you need when you need it. With CommTrak, accessing and sharing business data couldn’t be easier.
Dashboards
CommTrak’s interactive dashboards use up-to-the-minute data to provide live reporting on key areas and performance indicators within your business.
Monitor sales performance across the business and its teams, or just review your sales. Motivate your teams with live dashboards which can feed to any internet-enabled device. From support tickets to sales, CommTrak’s standalone dashboards will provide visibility throughout your business.