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MarketingPilot CRM - Territory Management

MarketingPilot makes it easy to create and manage territories:

  • Assign Clients and Prospects to Reps or Teams.
  • Security controls let you give reps access to leads in their own territories only and to manually share specific leads with other users.
  • Route qualified leads to the right people so sales reps get instant access to the latest prospects and leads are never dropped or lost.

 

CRM Features
- Alerts
- Analytics
- Approvals
- Calendars
- Case Management
- Client Management
- Client Portal
- Contract Management
- Document Management
- Editions
- E-mail
- Email Marketing
- Estimates
- Events & Registration
- Financial Management
- Lead Management
- Marketing
- Marketing Automation
- Marketing Database
- Opportunity Management
- Reports
- Salesforce.com Integration
- Scheduling
- Social CRM
- Territory Management
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