Free user license included with QuickBooks Enterprise Suite 9.0
Capture, organize and share critical customer information, seamlessly integrated to your QuickBooks Enterprise software. Manage sales tasks, calendar, pipeline, quota and forecasts.
Manage Your Sales Pipeline
Manage sales opportunities and their stage in the process
Track size ($), anticipated close date and confidence level
Add and edit contacts and activities directly in the sales opportunity
Manage All of Your Sales Activities
Plan activities such as meetings, follow-up calls, literature fulfillment, etc.
View them as a list or as calendar entries
Link activities to specific opportunities
Manage all activities through a personalized dashboard – with easy drill down to details
Seamless Integration with QuickBooks Enterprise and Outlook
Sales Management ES shares data with your QuickBooks database, keeping data up to date in real time
Synchronize customer contacts, tasks and meetings in Outlook with Sales Management ES
Import emails and attachments from Outlook into Sales Management ES
