Build Stronger Relationships and Win More Business with Advanced Analytics

Vorlik & Partners CRM gives you actionable insights, and powerful reports that enable you to transform most business relationships into real revenues. Its intuitive sales pipeline visibility equips the sales team with the right information at the right time to improve their win rates.


Comprehensive Customer Data


Access entire customer lifecycle data on intuitive dashboards for contextual insights that can be leveraged to build stronger and rewarding customer relationships.

Prioritize Opportunities


Boost your sales by prioritizing high value business opportunities. Promote best practices to convert opportunities into wins.

Automate Decisions and Processes


Enhance productivity by automating business rules and decisions. Eliminate inefficiencies arising out of approval delays, and case-by-case decision-making.

...Including Incredible Features

 

Call Logging
Meeting Scheduling
Tasks, Notes & Attachments
Contact Management
Customer Support
Product Catalog

Quotes / Proposals
Referral Tracking
Client Portal
Real-time, searchable Activity Stream
Interactive sales & pipeline dashboard
Automatic email attachment storage

Lists & categories
Powerful search, filtering & reporting
Email Automation