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CasePRO™ Features »

Sales Management Software

Sales management software for contactsobject shadow

Sales management software for contacts

See a complete overview of all activity associated to a prospect or customer. View conversations, key personnel and notes so you’re equipped with all the information you need to close that sale.

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Sales management software for leadsobject shadow

Sales management software for leads

Capture, allocate, qualify and prioritise your leads in the sales management software. Quickly see all details of deals – what stage they’re at, products they’re interested in, quotes and objections. Easily stay connected with your prospects and provide quality information.

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Sales management software for quotesobject shadow

Sales management software for quotes

Deliver quotes and proposals efficiently and swiftly. Manage the whole sales process from the initial enquiry to the final sale using document templates designed to your specification in one sales management software solution.

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Automate sales processesobject shadow

Automate sales processes

Create and deploy automated sales emails, letters and SMS and to stay in constant contact with any customers or prospects. Shorten the sales cycle and convert leads into new business.

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Sales process workflowsobject shadow

Sales process workflows

Increase efficiency and reduce admin using the sophisticated workflow tool integrated into the sales management software. Configure your sales process from simple tasks and reminders to complicated sales processes.

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Sales management software for opportunitiesobject shadow

Sales management software for opportunities

Create processes for your sales team to follow and easily track the progress of a sale from start to finish.

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Sales reportsobject shadow

Sales reports

Gain total control of your sales activity with instantaneous sales management reports. View all sales activity for your entire organisation, by individual or team. Use the statistical data to make future improvements.

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What Our Customers Say

Pure Moneyobject shadow

"CasePRO™ gave us all the benefits of having our own cost effective bespoke solution that could be deployed rapidly with a stress free integration and launch. We found the software extremely flexible and versatile, meaning we could adapt it to our exact business needs.

It is incredibly easy to use but when we do have any questions, the team at Advanced Software are very approachable and helpful – always willing to go that extra mile.

As a result CasePRO™ has turned complex business processes in to easy to follow, step by step tasks that not only improve efficiency and productivity but have enhanced customer satisfaction. This dynamic software has added structure to our processes. We would happily recommend it to anyone.”

Pure Money


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