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.