Boost Sales Efficiency with SalesLoop CRM

Designed, developed, and used by Sales Agents themselves. SALESLOOP is a specialised CRM system built to improve efficiency and strengthen customer relationships. By making project and proposal intelligence available at all times, we provide a tool that has been tried, tested, and proven by active sales organisations.

Strategic Pipeline Management

Live pipeline values, customer analysis, and sales order forecasting are the lifeblood of any agent, regardless of sector. SalesLoop simplifies the management of multiple projects from varying manufacturers, giving teams the facility to:

  • Automate Reporting: Issue live, up-to-date reports and project info direct to your Principals
  • Master Intelligence: Centralize quotation requests and sales order data.
  • Focus Effort: Use real-time forecasting to prioritize high-value opportunities.
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Features

Projects and Quote Grid

All the details you need to close. Contains project notes, history, specific companies / contacts, enquiries, and drawings.

Key Feature: Our quote grid tracks which quotes went to which contacts and manages the full life of the project.

Companies and Contacts

The full client picture. Shows visit notes, order activity, location, and links to every live project they are involved with.


Key Feature: Instant access to individual contact details including email and mobile.

Know exactly what is in your pipeline at any moment.

SalesLoop delivers real-time, historical analysis of project volumes and values, ensuring you always know where to target your effort.

The Follow-up View

A condensed daily digest. Designed to be easily actioned, showing project names, quote /commission values, and latest notes

Key Feature: Direct links to project views and contact info (mobile/email) for immediate action.

Reports and Analysis

Know your pipeline EXACTLY. Real-time analysis of project volume, value, and OTPs (Orders to Place).


Key Feature: Fully customisable reports by month, manufacturer, area, or owner.

Access Anywhere

Cloud

Absolute Mobility. Access your data instantly from anywhere with zero manual syncing. Our architecture eliminates user login clashes, ensuring a smooth experience for the whole team.

Desktop

Universal Compatibility. Whether you are on a Windows PC, Apple Mac, or any other operating system, there is nothing to install. Simply launch your browser and you are ready to sell.

Tablet

Platform Independent. SalesLoop is optimised for peak performance across iPad, Android, or Windows tablets. It doesn’t matter which hardware you choose – it just works.

Mobile

Smart Intelligence. Our mobile-first feature detects your device to deliver a condensed, high-priority version of your pipeline. Get the critical data you need for on-the-go decision-making.

Free Trial

At SALESLOOP we want you to really love our product before you buy it, so we are offering a free 30 day trial to anyone who is interested in coming on board. Click Register to start your free trial.

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If you need any help at all please do not hesitate to contact us. There is a Feedback and Support facility built into the App or, you can call us on 0844 293 6803.

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