Simple Sales Tracking
The easy way to keep track of customer database, products, and sales.
Build and maintain your customer database with the Customers app, and track which sales agent is responsible for which customers. Record your sales in the Sales app, and keep track of your sales pipeline. Use the Products app to keep track of the products you're selling and new ones to come.
Created by
Podio App Team
52 packs in App Market.
- Rating:
- Business Function: Sales & CRM
- Share:
Apps in this pack
-
CustomersBuild and maintain your customer database with this app.More info
-
SalesTrack your sales in this app and keep track your progress and top sales agents.More info
-
ProductsKeep track of your product portfolio with this app. Add campaign photos, price, and a description.More info
-
Sales MeetingsOrganize sales meetings here, and view those held previously.More info
Additional features with this pack
-
-
Tiles
Pre-created tiles give an overview of your app's data
-
Filters
Recommended filters to browse app data
-
Votings
Have team members vote on items
Can I organize customers by project?
Hey Thomas! Yes, if you have an app to manage projects you can link your projects to a customer (or the other way around) via the relationship field: https://help.podio.com/hc/en-us/articles/201019288-Relationships
You can then create reports and overview by project.
Here's how you create filter and reports:
https://help.podio.com/hc/en-us/articles/201019638-Filters-and-reports
http://blog.podio.com/2013/01/16/views-reports/