Sales contact relationship manager.
Redlien Account Executive is a full-featured Sales Contact Relationship Manager ( CRM / SCM ) the provides unprecedented power to manage all elements of the sales and contact relationship process. From tracking phone calls to sales opportunities to recording meeting notes and events, Redlien Account Executive has it all.
For contacts, you may retain logs of and track:
- Phone calls, including call duration
- Meeting notes (including meeting overview, participants, agenda, discussion items, tasks, notes and attachments)
- Events and scheduling
- Opportunities (including estimated close date, Opportunity type, stage, status and product / service details)
- Attachment items (File attachments or URL's)
- Additional company contacts and their relationships
- Unlimited additional locations, phone numbers & emails
- Contacts can be stored in multiple groups
- Contacts can be assigned different colors
- 10 user configured fields
- Create call script templates
Redlien Account Executive 1.0b1 runs on
Mac OS
and is available under the
Demo
license
— the installer is 5.4 MB.
We’ve catalogued it under
General.
✓
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