SalesAgent
Utilize a comprehensive Sales Agent Add-on to enhance your sales team's management of sales activities, customer relationships, and achieve performance goals
Boost Sales Efficiency.
Elevate your sales operations with the SalesAgent Module, a one-stop solution for efficient program management, sales agent performance tracking, and order-to-invoice processes.
Program Management
Take control of your sales programs effortlessly. Create, assign, and monitor programs to drive revenue and enhance collaboration.
Tailor programs to your unique needs and objectives, ensuring that they align with your strategic vision.
Stay in the loop with real-time tracking of program progress, empowering you to make timely adjustments.
Collaborate effectively with your sales team by easily assigning programs and sending notifications for updates and deadlines.
Sales Agent Dashboard
Empower your sales agents with a dedicated, insightful dashboard. Provide them with the tools and insights they need to excel in their roles and contribute to your company's success.
Stay on top of key performance indicators and sales performance data, enabling data-driven decision-making.
Keep tabs on program-related data, including details and progress, making it easier to manage initiatives effectively.
Simplify the order-to-invoice processes, making it effortless to manage sales transactions, invoices, and payments.
Purchase Orders and Invoices
Streamline order creation, generate invoices with ease, and maintain control over your financial transactions. Simplify the entire process from order initiation to invoicing.
Why choose dedicated modules for your business?
With StriveMake, you can conveniently manage all your business functions from a single location.
Empower Your Workforce with StriveMake
Access over Premium Add-ons for Accounting, HR, Payments, Leads, Communication, Management, and more, all in one place!
- Pay-as-you-go
- Unlimited installation
- Secure cloud storage
- Instant activation
- Cancel anytime
- All updates included
- 24/7 priority support
- Instant activation
- Cancel anytime
- All updates included
- 24/7 priority support
About the SalesAgent add-on
SalesAgent gives field and inside sales reps a focused workspace for managing their leads, calls, and deals. Reps see assigned prospects, log activities, move opportunities through stages, and track their own targets. Built into StriveMake, SalesAgent shares the same CRM data the rest of the company uses, so a deal a rep closes flows into invoicing and reporting without re-entry. One login keeps reps on task while managers watch pipeline and quota progress, all connected to the accounting, HR, and project modules already in the workspace.
What you can do with SalesAgent
- Personal lead and opportunity queue per agent
- Activity logging for calls, meetings, and follow-ups
- Deal stage tracking against individual targets
- Agent performance and pipeline reporting
Who SalesAgent is for
Field reps, inside sales teams, and sales managers who need per-agent pipelines and activity tracking.
SalesAgent — frequently asked questions
What does the SalesAgent add-on do?
It gives each sales rep a personal view of their leads, activities, and deals, so they can work their queue, log calls and meetings, and track progress toward targets. Managers get visibility into each agent pipeline and quota, making it easier to coach and forecast across the team.
How much does the SalesAgent add-on cost?
The SalesAgent add-on is $9,00/month or $86,00/year on top of your StriveMake plan, and you can turn it off whenever you like.
How is SalesAgent different from the main CRM?
The CRM holds the shared customer base, while SalesAgent gives individual reps a focused, target-driven workspace on top of that data. Reps see only what is theirs and track personal performance, yet everything stays connected to the same records the rest of the company relies on.
Does SalesAgent work with the rest of StriveMake?
It does. SalesAgent runs on the shared CRM, so closed deals flow into invoicing and accounting, and agents are managed through HR. One login links selling to the rest of the business, and reporting combines agent results with overall company performance.
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With StriveMake, you can conveniently manage all your business functions from a single location.
