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.
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