365 Lite for Sales
by Akita Systems
A sales CRM system for SME organisations taking their first steps into smarter sales management.
A professional CRM solution for small businesses
What is 365 Lite for Sales?
365 Lite for Sales is a sales CRM for SMEs looking to take their first steps into smarter contact management.
There’s no question that CRM systems can offer huge benefits to the way organisations manage their sales data. Over 60% of businesses end up adopting a CRM solution within their first five years of operating.
But for many SME organisations, the cost of initial setup and ongoing licensing for mainstream CRM systems is prohibitively expensive. The results are systems that can take years to pay for themselves – if they can be afforded at all.
With this in mind, Akita has developed 365 Lite for Sales as a low-cost CRM solution that delivers all of the necessary functionality of a sales CRM system but without the big price tag.
Key Features
- A comprehensive sales CRM solution available for PC and mobile devices.
- Full functionality for managing accounts, contacts, activities, prospects and opportunities.
- Offers reporting on sales pipelines and revenues.
- Provides email and mail merge functionality with Microsoft Outlook.
- Stores data in Microsoft’s secure Dataverse environment.
Why Choose 365 Lite for Sales?
- A platform for the professional management of sales enquiries, known to increase operating efficiency and conversion rates.
- Ready to go ‘out of the box’ – no additional development necessary.
- Modern accessibility and usability as standard.
- Low monthly cost per user.
- Future-proof solution – direct portability of data into Microsoft Dynamics 365 as your organisation grows.