It works as hard as you do

From tracking sales to managing team activity, WPCRM has the features you need to stay on top of your game.

Review the sales team pipeline.

Use customer historical data to plan future goals and activities with your sales team.

Collaborate with your team.

Use WPCRM's activity management features to enhance communication and boost efficiency.

Stay focused and current.

Customize your dashboards to display the most important information in one, easily accessible location.

Key Features for Executives and Management

Mission Central

Everyone needs a go-to place for their most important information. With Mission Central, you can keep track of everything—from daily operations to long-term planning and goals—in one location. You can even set up your own design specifications.

sales tracking dashboard WPCRM screenshot

customer scorecard dashboard WPCRM

Review Sales Team Performance

Now you can always stay up to date with the inner workings of your sales team. One report lets you know the current status of customers, prospects, vendors and more.

Quote Management

Executives and managers can see every stage of the quote process, from expiring quotes to quotes that have been converted to orders. It's one more way we help you stay abreast of the most important and relevant sales information.

quote management dashboard WPCRM