activity tracking

Manage your Sales Activity Operations

Track and manage calls, emails, meetings, and tasks, all in one centralized place. Automate sales processes and reduce manual work, allowing your team to focus on selling. Get clear reports on sales activities to see what’s effective and Adjust your plans. Send messages based on facts that connect well with your prospects and customers, thus making higher conversion rates. Start redefining your sales, track and direct your sales efforts from anywhere with CrmOne today.

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4,000+ companies already growing

Key Features of CrmOne Sales Activity Tracking

Boost your Productivity with Seamless Sales and User Activity Tracking

Sales plan and processes

Add and track custom sales tasks, such as events, training, and meetings, to fit different sales needs. The platform supports unified customer interaction management across many channels. For a seamless sales process, sales teams can organize and track customer talks across email, chat, social media, and phone calls.

Performance Tracking

Visual Sales Pipelines

Personalized Sales Notifications

Sales timeline

Keep the sales timeline updated with real-time calls, emails, meetings, and task tracking. Show a clear timeline for each deal, from the first contact to the final sale. Use markers to indicate the progress of deals at each step, showing success or potential risks due to inactivity. Allow teams to add their key points to the timeline to better track their sales steps and goals.

Visual Sales Timeline

Progress Markers

Actionable Insights

Real-time Activity Tracking

Track what users do in real time to understand how employees perform and interact with customers. Monitor remote employees’ activities to ensure productivity remains high regardless of location. Track what users do as it happens, giving quick insights into how well employees work and interact with customers. This helps increase work productivity and customer involvement.

Engagement Activity Logging

Log every email, call, and meeting with potential and current customers in the CRM to keep a full record of all interactions. Allow for the addition of custom activity types to cater to specific industry needs, making the tracking system more versatile and relevant. CrmOne Records all interactions (emails, calls, meetings) with prospects and customers, ensuring a complete and accurate history of engagements.

Log Activity Types

Real-Time Updates

Sharing Options

Boost Your Sales: Start Tracking Activities with CrmOne Now!

Optimize Your Sales Cycle with Complete Activity Tracking

Engagement Insight

Activity Tracking provides a complete view of every customer interaction. This helps you make informed decisions and tailor how to engage with customers.

Operational Efficiency

Streamline your sales and marketing processes through automation and real-time data analysis. This leads to higher productivity and efficiency.

Strategic Alignment

Ensure all team actions align with the company’s goals and plans, which will improve your performance and help you reach your goals.

Data Accuracy

Tracking Improves data accuracy by logging engagement activities. This ensures a complete history of interactions.

Unlock the Full Potential of Your Sales with

81%

Boost Sales Productivity

30%

Closing Deals Easier

23%

Reduce Lead Costs

FAQ’s

What is CrmOne sales activity tracking?

CrmOne’s sales activity tracking feature allows you to track and manage sales operations like calls, emails, meetings, and tasks from a centralized platform. It automates sales processes to reduce manual work and enhance productivity.

How can CrmOne improve my sales team’s productivity?

CrmOne boosts productivity by automating sales processes, reducing manual tasks, and providing clear insights into effective sales activities. This allows your team to focus more on selling and less on administrative tasks.

Can I track custom sales tasks in CrmOne?

CrmOne lets you add and track custom sales tasks tailored to different sales needs, including events, training, and meetings. This flexibility ensures that all aspects of your sales process are covered.

How does CrmOne handle customer interactions across different channels?

CrmOne supports managing customer interactions across various channels, including email, chat, social media, and phone calls, in a unified way. This ensures a seamless sales process and organized tracking of customer communications.

What kind of reports can I get from CrmOne about my sales activities?

CrmOne provides clear reports on sales activities, offering insights into effective strategies and enabling you to adjust your plans accordingly for higher conversion rates.

How does CrmOne track the progress of my sales deals?

With a visual sales timeline, CrmOne tracks the progress of each deal from the first contact to the final sale. It uses progress markers to show successes or potential risks, allowing for real-time adjustments and better goal tracking.

Can CrmOne track the activities of remote employees?

Yes, CrmOne enables real-time monitoring of all user activities, including remote employees, to maintain high productivity levels, regardless of location.

How does CrmOne contribute to strategic alignment within a team?

CrmOne ensures that all team actions are aligned with the company’s goals and plans. This strategic alignment improves performance and helps achieve set goals more effectively.

Does CrmOne offer any insights into employee performance and customer engagement?

Through real-time activity tracking, CrmOne provides immediate insights into how employees perform and interact with customers, boosting work productivity and customer engagement.

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