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Updated CRM Tool

“The job of the sales manager is a challenging one. One of the biggest challenges that they face is how to keep a team of sellers motivated and producing quality results. Some of the best ways to make salespeople more productive doesn’t include spending a fortune or sending them through another training class.”  – Terry Vaughan, Doculogix CEO

Download our Sales Manager’s Guide to Using PTS CRM for tips to overcome these challenges!

The improved Customer Relationship Management component, now available in PTS, helps your sales team become more efficient, manage your sales pipeline, acquire new clients and expand the relationship you have with existing customers. There are many exclusive features available through the CRM feature including:

– Individual calendar to track appointments, activities and tasks
– Ability to track large projects and improve your close ratio
– Managers can view how efficiently their sales teams are working
– Sales representatives can update and maintain account information
– Management can give team members information about opportunities for new leads
– NEW! Send clients electronic invoices via email and let them approve with a few clicks of the mouse

DocuLogix is offering the CRM tool for free for 60 days. Take advantage of this limited offer and see how it can help grow your litigation support business. Watch a complete overview of the many features and benefits available when integrating the CRM.


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