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Supercharge Your CRM

No More Wasted

Gather information from customers securely and easily with SalesAssist, theUltimate CRM Booster that streamlines your information collection process with data encryption and automation, from within your CRM.

Embedded In and Fully Integrated With Your CRM

Have a complete arsenal of every possible info-gathering widget in a single panel, right from your CRM. All information and documents gathered enter your CRM in real time, with audit trail

Completion Tools

A Sales Action for Every Interaction

No matter what your sales process is, SalesAssist has a Sales Action to streamline your customer facing interactions, from e-Signatures to document collection to e-Forms.

Allow customers to upload documents on the spot with their mobile device. Stop chasing customers to scan and upload documents and increase the speed and completion rate.

Collect documents in real-time

Allow customers to upload documents on the spot with their mobile device. Stop chasing customers to scan and upload documents and increase the speed and completion rate.

Complete Sales Faster with Automated Workflows

Info-gathering tools are scattered and don’t play nice together, we’re here to fix that. Connect all your info-gathering tools and create perfect custom-made workflows. Automate your sales team's work so they can crush sales goals.

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Let Us Assist and Guide Your Info-Gathering Process

Gathering information and documents from customers is often the most time consuming part of the business. We’ll assist your team with smart suggestions based on real time signals, so they know who, when, how and what to focus on to complete more sales.

Completion Process Example

Case studies from some of our customers

+23%

Closing Rate

by completing sales faster
15hrs+

Saved Per Person/Mo

to do more value-added work
+15%

Positive Reviews

by streamlining the sales completion process

Built for Every Sales Process

ATMTV

Automotive

MDQ

Medical Equipment

SAAS

SaaS

INSRC

Insurance

RLST

Real Estate

MCHRY

Machinery

ADVRTNG

Advertising

FNALSVC

Financial Services

Let’s Simplify How You Gather Info from Customers

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