The Freedom™ Sales Application puts the power of a customer relationship management (CRM) tool in the palm of your hands. Easily track your book of business, manage sales leads with “to do” tracking, perform automated research with integrated databases, manage fundraising campaigns, and maintain your sales calendar through a single application.
The Donations module makes it easy to create custom donation forms, view submissions, receive email notifications, manage multiple campaigns at once, and process payments. You can display each campaign’s progress on your website with a customizable donation thermometer.
Book of Business Tracking
A book of business contains customer data. Use the book of business tracking functionality to segment customers into logical groups to establish appropriate sales targets.
Sales Pipeline Management and “To Do” Tracking
A sales pipeline is a set of stages a prospective sale moves through as it progresses from a lead to a customer. This module allows you to manage the pipeline. Create new leads, set custom stages, and track the entire sales process from start to finish. For each sales lead, you can select any deal type (membership, non-dues revenue, etc.), set close dates and percentages, and create “next steps” to be assigned to sales reps.
If you promote your organization’s products on third-party websites, you can use the Affiliates module to track visits and pay commissions.
Our software enables any staff member to generate reports with ease. Run relevant reports and analyze data to keep your sales team informed and push your sales to the next level.