Watkyn, a Caspio partner, developed this starter CRM app to simplify sales operations for growing businesses. Designed for use with Caspio’s Lite Plan, the app gives you an intuitive way to manage your entire sales funnel — from initial outreach to closed deals. Track activities, generate templated notes, calculate commissions and more — all within a simple, customizable solution tailored to your team’s workflow. Designed for sales and customer-facing teams, the app features a scalable online database that supports unlimited users. As your sales operations expand, you can customize it with additional features to effectively manage relationships and track performance throughout the customer journey.

Features

• Features customizable roles for sales representatives and administrators, each with specific access and permission settings.
• Sales reps can enter new leads for admin review, track and update lead statuses, log sales activities using templates or custom notes, schedule follow-ups with reminders, record closed deals and track their sales wins and commissions.
• Admins can add new leads, mark them as qualified or unqualified, add and assign leads to sales reps, record sales activities using templates or custom notes, schedule follow-up activities with reminders, view deals closed and assign commissions.
• Also featured is a dashboard for admins to track lead progress and analyze key metrics, including lead statistics and sales rep performance, with detailed tables, charts and a sales funnel view.