.
In-Depth Review
PlaybookIQ
Synap Software, LLC.
, CO
Telephone: 303-591-7296
Email:
comments@synapsoftware.com
Web:
http://www.leadsonrails.com/
Prior to starting Synap Software, the founder of LeadsOnRails.com was the
lead IT manager on a multimillion dollar campaign management project at a
major telecommunications company. Too many small businesses are spending a
fortune on lead acquisition only to lose the lead information or fail to
effectively follow up on it due to poor communication among team members,
poor advanced planning, or failure to follow a lead management plan.
LeadsOnRails can help.
Product: PlaybookIQ
Current Version:
Category: SaaS Small Business CRM Solution
Sub-Category:
Client Platform: Any web browser
Server Platform:
Database Platform:
Meet
PlaybookIQ, offering a unique combination of small business
CRM, plus process best practices. Much more
powerful than general-purpose contact managers and address books, PlaybookIQ
is built from the ground up for sales teams. Simply stated: PlaybookIQ shows
you what was last said to a contact and automatically schedules what needs
to happen next.
With PlaybookIQ, sales teams:
-
Implement consistent and repeatable sales processes with
Playbooks.
-
Keep a complete record of all contact touchpoints with
Contact Management,
including automatic creation of comments with each step completed.
-
See upcoming activities on the shared
Calendar.
-
See what needs to be done today on the
Dashboard.
-
Gain insight into progress and make sure nothing gets dropped with
real-time
Reports.
-
Control who can do what with
permissions management.
-
Record contact data to your needs with
custom fields.
-
Collaborate among multiple users with
flexible task assignment
-
Include the whole team with
affordable pricing.
Initial
response
and feedback from early users has been promising and very positive. With new
features being released every couple of days, we are excited about this
product launch and look forward to continued feedback.
- To
find out more
about this new small business CRM and sales
team collaboration software, visit these links.
-
PlaybookIQ.com
– the product site.
-
PlaybookIQ.com/tour
– a quick overview of the product and small business
CRM features.
-
AboutPlaybookiq.com
– the product blog that includes videos of new features as they become
available.
-
PlaybookIQ.com/signup
– your free, 30-day trial.
30 days free. Then, only $12/month/user.
We have yet to review this product.
Join the Conversation!
To see if this program is the best CRM solution for you just join into
the discussion thread on our CRM Community site. You can ask your questions
and hear what other users of this program have to say there!
Reminder: To post questions to the forum, you must
register first.
Don't worry, it's free!
Short List
If you are considering this program, you should also look at these other
CRM solutions:
Rich's Recommended Web Sites
Jim Cecil's Nurture Marketing site
Nurture Institute
Rich's Recommended Reads
Buy these books from Amazon.com
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