Streamline Your Sales Efficiency
Eliminate the cumbersome, outdated methods of operating a sales department. Become more lean and agile as a Sales team, with streamlined business efficiency to quickly capitalize on opportunities. Enter each consultation equipped with all of the prospect’s information at the tip of your fingers.
CatchIt centralizes all of your prospect/lead management so that the entire team, across the board, can be on the “same page” in digital form—no more spreadsheets and cloud documents dispersed across multiple platforms and cloud drive storage folders.
EASY TO USE
No degree in computer science is required to implement, use, and discuss. The interface is clean and seamless so that your business sales can progress just as effortlessly.
EXTREMELY USEFUL
No more juggling Excel files, phone notes, or relying on memory to keep track of prospects – everything is in one place and backed up for you. From keeping track of what coffee people drink to what you need to do next, to audit logs to insights that you can use while on the go, CatchIt delivers everything to you.
EASY TO LOOK AT
Unlike traditional CRMs or similar tools, CatchIt is not overwhelming by appearance. The colours, boxes, layout, and overall feel – CatchIt has been designed like a new car.
EASY TO COACH TO
Simply open your portal and easily view your prospects or your team’s prospects. Only the most necessary graphs, trends, and reports are available, and we did that on purpose. Employees and stakeholders can now be on the same page much quicker and have more timely, valuable discussions relating to the health of their sales progress.
Consolidated Lead Management
With everything in one central location, and each device easily able to access account information, it is so much easier to manage projects and close accounts. With your entire team able to quickly and easily enter information, you can save PDFs and spreadsheets to attach them directly to the lead/prospect/client file. With a few taps, you’ll have access to your company’s entire file on the lead and prospect. All meeting notes, documents, contracts, contact information, and even emails are centralized in one area. No more sifting through your digital assets and no bumbling during meetings because of missed details or hard-to-locate files.
01
Prospects
Enter your prospects easily, whether you are at a seminar on a coffee break, canvassing local businesses, or scouring the web for potential clients.
02
Process
Add contacts (and any of their personal preferences), opportunities, next steps, and any tasks or reminders that will help you through the sales process.
03
Business
Close the business or view everything directly on the CatchIt portal.
01
Prospects
Enter your prospects easily, whether you are at a seminar on a coffee break, canvassing local businesses, or scouring the web for potential clients.
02
Process
Add contacts (and any of their personal preferences), opportunities, next steps, and any tasks or reminders that will help you through the sales process.
03
Business
Close the business or view everything directly on the CatchIt portal.