A web-based Customer Relationship Management system, SanityOS provides sales automation. The system includes a way to sync with existing calendars, email template creation, and more.
With the lead management capabilities, Agents can use SanityOS to record data from calls, send emails, book follow up calls and even sales appointments. It provides data such as staff and campaign performance analytics, a sales diary, as well as snapshot information about prospects. The application also syncs events to email calendars, exports custom data, and allows users to view and print leads.
Sales teams can lean on SanityOS as a way to track their sales cycle, including creating appointments and setting tasks using the action list. Using the system, sales professionals can view their leads, and print them if necessary. Management can also easily keep an eye on their team’s performance, with metrics that are able to track which members of a team are performing the best, and which need additional coaching.
Sanity OS is a remarkably smart approach to CRM and lead management. It helped me and my team achieve meetings that led to sales in the first day of integration.
Nothing about this system is hard to use, it works really well in all environments, its fast, informative and the approach to customisation is very innovative. I truly think its a one of a kind!
Jane from Business Growth Coach (BGC)
Employees number: 11-50 employees
It's really hard not to be productive in Sanity OS. We've tripled our monthly turnover since signing up. Highly recommended lead management software that works effortlessly with our team.
Thank you Sanity OS
Flexibility, Ease of use and Ease of adoption
Not run into any problems
This is a great biz dev tool for growing companies
I head a senior team in a global IT firm so I certainly have a lot of background info on CRM and Lead management software systems. I co-invest in a number of B2B businesses and needed to bring organisation to their sales funnel and processes. I tried a lot of solutions out there including mainstream systems to unheard of.
When I came across Sanity OS I remember thinking if I could build my own Lead management software this is precisely how I would do so. It's great for Small - Medium businesses and has contributed to explosive outbound sales and marketing activity.
You can build your own user interface, send mass marketing emails, book appointments, call backs and its all super-easy and super logical.
Access to using API's are not included in their price, we found we didn't actually need them in the end but it would be a nice to have.
We own a number of growing B2B businesses operating in Solar, Coffee Vending and Office supplies. Sanity OS has worked great for all of them. It's extremely smart and makes sense throughout.
When I've adopted solutions in the past it's taken weeks to get my team working together in Sanity OS it took a day. Well done- Highly Recommended.
Adil from Amuse Direct
- ease of use
- exceptional value
- interactive and user friendly
- great reporting features
- Loads of features we never utilised before with other offerings
Frederick from Benington Ltd
New campaigns can be started effortlessly, from data input to initial target contact, this system is loaded with real features that make our teams much more productive when compared to the previous system used.
The best result is that my sales team are much happier now, they love the ease of use, excellent reporting and client data management features.
Melisa from ContactSale Telemarketing (US)
My team and I had been using a CRM which was pretty complicated for over 5 years, I had to hire staff who were experienced enough in using it to carry out simple tasks which made generating new business and telemarketing very complicated- Which is what we need to do to survive!
I discovered SanityOS here and signed up for a free trial. Let me just say... It's prefect for us! It's saved us a lot of money, not just because its not as expensive but because I no longer need to hire specialist staff. My telesales team can literally get started with their tasks in 2 clicks and I can get custom reports on leads, sales and business performance so easily.
It's always a scary process shifting from one service to another especially after such a long time however using SanityOS.com has probably been the best thing I have done for my business to boost sales and improve team moral- I would highly recommend it!
James from The BIG Data Co
We've been using SanityOS for about a month- It's the best.
We've not had to train the team or spend weeks on getting to know how it works... It just works!
For the past 3 years we have been using Salesforce before that it was Zoho and we even dabbled with SugarCRM. All applications have their advantages but in my view they should be apart of improvement in business/sales process.
SanityOS has proved to be our preferred CRM partner and we highly recommend checking out their product.
Jodi from Root
We have been working with the SanityOS team to implement our service. They have been overly helpful, even showing us how to use outside services to achieve the best experience possible for our needs. They are very professional and this is a partnership with which we are pleased!
Sam from Solar Shine
We have a team of 4 lead generators and a number of field based sales agents so we purchased the multi-user license option. I tried to get my staff to use Act and it simply wasn't happening so I found Sanity OS and it made an immediate, positive impact on productivity and sales.
Everyone knew what they needed to do from the moment they logged in. I highly recommend this. It doesn't come with free/dedicated telephone support but to be fair we didn't need it and it does come with email support.
I don't generally write reviews but so pleased with this little discovery that I decided to- Highly recommended