Sales / Lead Tracker
Create and manage quotes effectively
Sales Lead Tracker is a new add-in tool for 3E MatterSphere that allows the quick, efficient generation and management of quotes from initial leads through to client and matter inception. It not only promotes accurate quote recording, but also provides valuable insight data for use in improving business development.
- Simplifies and accelerates the quote creation process
- Automatically calculates defined costs, eg. Stamp Duty
- Simplifies the creation of clients & matters from successful quotes
- Provides clear quote tracking, amendment and review tools
- Provides business development insight data for improved client acquisition and retention