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“SalesPage Technologies' history of MFAC sponsorship, along with their technology leadership in the industry, made them an ideal partner for our CRM needs. SalesPage's software and support provides us with the necessary tools to improve our fundraising and awareness efforts, and enhances our outreach to the financial industry.”

Frank Strauss
Founder and Chairman

Relationship Management

SalesPage CRM empowers you to succeed in customer relationships by providing immediate access to vital information. The entire life cycle of your interactions with a customer or prospect—from a sales and marketing, customer service or project implementation perspective—is documented in a single, consolidated, easy-to-use solution.

Manage Contacts

Manage each relationship based on your role within the organization. Chart hierarchical relationships between contacts; retain a history of interactions. Facilitate and track communication via mail, e-mail and fax right from the contact record.

Manage Company / Account Information

Maintain a 360-degree view of current client or prospect organizations. Quickly access details related to opportunities, activities, orders, issues, projects and more from the company detail view; easily track company-to-company relationships. Engage teams in long-term account management, maximizing the value of the relationship.

Search and Query

Effortlessly access a wide variety of data using one of several search options targeted to users with various levels of experience. Use links in search result sets to readily display more detailed information. Easily print or export data from any search results set, or use the results set to send e-mails to large groups of people, generate customized letters, send literature and schedule calendar activities.

Track Activities

Create and manage activities with the SalesPage CRM calendar. View, schedule and review activities for yourself and others. Use automated scheduling, associate activities directly with contacts, companies, issues, orders, projects and more. Automatically schedule initial and follow-up activities; drive resolution by monitoring overdue activities.

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