Suited for:
Freelancers, Smbs, Enterprises, Startups, Agencies
Helps with:
Analytics Software,Budgeting,CRM,Data Visualization,Sales Pr ...
Languages:
English
What is it all about?
Azurepath is a modern cloud-based application that automates lead management, communication tracking, sales performance reporting, and cash forecasting via a user and mobile-friendly interface. Leads are managed in a real-time visual queue that eliminates the need for tasks and calendars. Automated sales performance trends and insights eliminate the need for manually generating reports. Automated and accurate cash forecasting eliminates worry when making key business decisions.
Video & screenshots
screenshots
Who is it for?
Freelancers
Startups
Agencies
SMBs
Enterprises
Key Features
FOR SALES REPS - Auto-track email with cc@azurepath.com - Global search to find any contact, lead or note - Batch import and edit accounts and leads - One touch updates (no separate edit states) - Cold and closing leads hi-lighted automatically - Option to create recurring leads automatically - Canned lead notes for rapid lead updates - Integrates with Yesware's bcc feature - One touch google navigate to accounts FOR MANAGERS - Eliminates need to build and run reports - Filter any data by team or individual - Set targets for teams and reps for any period - Quickly spot aging pipeline issues - Automatically track current versus past results - Automatically track lead stage aging - Boomerang a lead option keeps pipeline clean - One touch insights hilight key trends - Export any list for easy sharing of information FOR FINANCE - Accurately forecast cash six months out - View cash flow scenarios with insight guidance - View and update all invoices in one location - Multiple currency options (Euro, Pound, etc.) - Track accounts receivable performance - Experiment with growth or pricing changes - Integrate monthly company expenses - Automatically account for CoGS
Benefits
ELIMINATE 5 PAIN POINTS OF TRADITIONAL CRMS 1. Eliminate manual data entry with batch imports or updates of all data using any Excel or CSV file 2. Eliminate endless note taking with automated communication tracking and canned lead notes 3. Eliminate endless tasks and reminders with automated lead follow up and pipeline activity tracking 4. Eliminate manual reports with automated reporting, trend analysis and one touch historical insights 5. Eliminate endless calculations with automated cash flow analysis based on historical performance
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Pricing
Yearly
Monthly
Lifetime
Free
Freemium
Trial With Card
Trial No Card
By Quote
Description
Free 30 day trial with no credit card required. $14.95 per user, per month thereafter. Cancel anytime.
starting at
$14.95/Month
for 1
User
Integrates With
SalesForce
Google Apps
Quickbooks
Dropbox
Box
Outlook
Office 365
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