Access from any location
In-built CRM & email
Convert more quotes
Automated up-sells & cross-sells
Measure success against targets
Profit4 enables you to easily view a customer or prospect's information, including:
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Because Profit4 collects all customer data it allows you to accurately segment and create groups of customers to target with specific marketing and sales messages.
You can segment according to industry type, business size, products sold, and more!
Profit4 also has inbuilt email marketing functionality, so you can send your email marketing straight from the software. Keeping everything streamlined.
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It can be difficult for sales and marketing to have in-depth knowledge of the products they can up-sell and cross-sell.
Profit4 makes this easy by providing automated up-sell and cross-sell suggestions. So that when a member of your team is viewing a product or placing an order for a customer they will automatically see the relevant products displayed.
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Profit4 keeps a record of all open, closed and converted quotes. You can even create a dashboard showing your lost and won quote ratios.
To increase quote conversion you can create automated open quote follow-up reminders - which can be tailored to your customer or industry needs. This will ensure you're following up in a timely manner and you don't miss any opportunities. To maximise profitability, Profit4 will also let you prioritise quotes according to value.
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Create customised, personal and team dashboards
Profit4 makes it easy to measure performance against targets. You can set a sales or profits target and measure your progress against it.
You can also record all calls, visits and quotes within a team or personal dashboard.
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Profit4 will fully integrate with WooCommerce, Adobe Commerce, Shopify, BigCommerce, EKM Powershop and GOb2b websites.
