PlaybookIQ Small Business CRM
by Synap Software, LLC
PlaybookIQ CRM
PlaybookIQ is a CRM for sales teams who want to easily manage their contacts and implement their sales process. Utilizing a unique track system, contacts are assigned to playbooks built by team members and are automatically routed through the sales process. Ease of use and flexibility abound with custom fields, tags, unlimited ‘to-dos’ and permissions management, all at budget-friendly prices.
Contacts are assigned to playbooks built by team members and are automatically routed through the sales process. Playbooks ensure sales teams know what needs to be done and no steps in the sales process are overlooked. Unlimited tasks can be created for “to-dos” outside playbooks.
Custom contact fields and unlimited tags allow sales team to tailor PBIQ to their individual business needs. Advanced search capabilities by any field allow for easy segmentation for contact follow-up, ROI analysis, and growth review. Pipeline reports, document attachment, unlimited comments, and email templates are just some of the other great features of PlaybookIQ.
PlaybookIQ also offers strong and flexible permissions management. Contacts can be designated as private and viewable only by the administrator and contact creator. All data is SSL encrypted.
PlaybookIQ CRM offers a free 30 day trial for up to 25 users with no credit card required for a trial account. Monthly subscriptions are well priced at only $29 for one user up to $199 for 25 users. No contract is ever required.
Try out PlaybookIQ for free..
