Sales
Alpha Tracker makes it easy to manage enquiries from initial contact all the way through to invoicing.
Whether it’s for an asbestos survey, a risk assessment or other consultancy project, our tools ensure nothing falls through the cracks.
Smarter Quoting Made Simple
From Enquiry to Project Creation
From Enquiry to Project Creation
From Enquiry to Project Creation
Alpha Tracker's built-in sales and quoting system provides a smooth, traceable workflow - from logging the initial enquiry to building a professional quote and converting it into a live project with one click.
Capture as much additional information as you need at quote stage with customisable fields carrying over to the new project.
For quotes that don’t convert, Alpha Tracker lets you analyse lost opportunities to refine your sales process and improve conversion rates over time.
Powerful, Flexible Templates
From Enquiry to Project Creation
From Enquiry to Project Creation
Build your quotes using your templates, your styles, your words. Smart design can ensure your templates work harder by switching content (words, paragraphs, Terms & Conditions) depending on choices.
Support for schedules of rates, cost-plus and other pricing models gives you full control over quoting - and you decide how much of the detail is output in your quote document.
With pricing information carrying over automatically to projects, you save time and reduce errors.
Track Quotes Anywhere, Anytime
From Enquiry to Project Creation
Track Quotes Anywhere, Anytime
Keep your team on track with real-time sales dashboards showing who's quoting, who's closing and where new opportunities are coming from. Follow up aging quotes and chase selected quotations using templated emails, all from one screen.
Monitor progress remotely using Alpha Tracker Mobile from your phone or tablet to view, manage and follow up on open quotes. Whether you’re in the office or on the move, you’ll stay connected to your sales pipeline and keep opportunities progressing.
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