Blitz

A forgotten follow-up is the usual way a sales pipeline leaks. Blitz, a web-based sales CRM, is built around closing that gap, and its automation sends the emails, books the reminder calls and even asks for referrals, so that sales staff spend their time talking to prospects and owners can coach the team instead of chasing it.

Notes and documents a colleague can pick up

Because Blitz is cloud-based, it can be reached from any computer or phone. Every contact carries its history and documents, and notes are logged so that a colleague can pick up a conversation with full context. The vendor presents this as a way for staff to help one another and for management and sales to work from the same current information. Users can build and save email templates, send messages and record other kinds of communication against a contact.

Automation that watches the database

The workflow engine watches the database in real time and starts follow-up tasks, with contacts reached at times the system chooses to keep staff schedules full. Referrals, leads, renewals and cross-selling chances are all tracked, which suits businesses that earn as much from existing customers as from new ones.

Tracking, reporting and scheduling

Lead source tracking records where each lead originated so that owners can see which channels return the most. Reports are written to be easy to read and can be filtered to separate campaigns. A live calendar feed shows staff availability when they speak to leads or customers, and meeting scheduling is part of the current product. The site also lists artificial intelligence features and reporting insights among its sections.

Control and set-up

Access can be limited by user profile, so certain customizations are open only to the right people. The company describes the tool as fully customizable and says a guide walks each customer through set-up, answering questions and applying what it calls best practices.

Industries served

The vendor names small business, insurance and janitorial companies among the industries it serves, and says the system works for both large and small firms.