Boost your sales with favorable winds

As a business owner, you are responsible for managing your company's sales outcomes. But it does not start with sales. It starts with team management that improves sales. IKOL sales team management software has the tools to keep you growing and achieving goals one by one.

  • Assigning roles
  • Time-saving communication
  • Leads management
  • Tasks dispatching
  • Convenient calendar
  • E-payments & online invoicing
  • & more
Assigning roles

Set & explain roles and responsibilities

First things first. A sales team is a group of people who should cooperate and inspire one another. They should also know their roles in a team and their responsibilities. You are the one to assign these roles based on each member's focus and the one to keep them updated with new duties. With IKOL sales team management software, you have different types of roles and dozens of permissions to set for each worker.

  • Assign each sales team member specific roles and responsibilities to focus on
  • Chose roles like manager, chat manager, contractor, and sales
  • Make sure everyone knows their duties and accompany them if needed
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Convenient calendar

Seize the day

So many people in the world and so many methods of planning. Think about what suits you and your company best. In the IKOL mobile and web app, you have several ways to plan and control your work, including sales. Thorough and thoughtful scheduling is a solid ground for further actions and profits. Share the calendar with the whole team, master creating tasks, enjoy easy planning, and stay notified to not miss anything.

Illustration of a calendar task board UI with columns for Tom, Anna, and John, showing light blue task cards and an Upcoming button.

Upcoming tasks

See the upcoming tasks, both assigned to team members and those not yet assigned. Consider changes if needed.

Minimal weekly calendar interface showing tasks scheduled across a Monday–Sunday grid with light pastel event blocks and a highlighted date 22 on Tuesday.

Weekly view

Check the plans for the week and stay tuned. Is the week going to be extremely busy or pretty light?

Minimal calendar interface showing a monthly view with tasks marked as small colored dots and squares.

Monthly view

Plan and prepare in advance to have peace of mind and not miss anything or get surprised.

See the difference with our sales team management software on your own

  • No credit card required
E-payments & online invoicing

It's all about...

Money. But it's also about simplifying your financial management and bookkeeping. Especially if you don't have an accountant in your company. You can request and receive e-payments and create invoices quickly with the help of IKOL sales team management software that gathers all information in one place. Even team members who are the least familiar with accounting will easily learn these very few steps of business finance management. After all, sales are about money.

  • Request and receive e-payments quickly using web or mobile app
  • Store money in a safe online wallet & oversee your profits
  • Create invoices fast with data gathered in the system - you can even create an invoice at the client's place from your mobile IKOL app
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Quick dataset

Create reports

Oversee your sales team and company progress conveniently by generating reports within your sales team management software. You can create quick data sets automatically based on your tasks or leads saved in the system.

  • Set the period, employees, or status that interests you most and generate a report within seconds
  • Effortlessly check information about your business tasks, meetings, and services provided
  • Take control of your company's leads and pave the way for success
Minimal illustration of stacked report pages with a pie chart, surrounded by soft blue abstract shapes.
Leads management

Acquire new potential customers with a few clicks

After exchanging a few messages with a client and receiving their contact data, you can simply convert this chat into a lead, saving it in your database. Moreover, you can then convert this fresh lead into a task, writing down a to-do of, for instance, contacting them about your offer or scheduling consultations. With just a few clicks you got a potential customer and potential profit as well.

  • Chat with potential clients and receive their contact data
  • Convert chats into leads in your database, and leads into tasks on your to-do list
  • Set notifications so you never miss any leads and actions related to them
  • Stay in regular contact to build good customer relations
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Tasks dispatching

Direct wisely & effectively

Depending on your business type and workers, as a dispatcher, you have distinct resources in your hand. Ideal task dispatching is not only about choosing the right person for the task but even more about choosing the needed skills. Improve the effectiveness of performance by directing matching team members to particular tasks.

Assign & dispatch
  • Create tasks in the mobile & web app and dispatch them to your workers
  • Set notifications for your team not to miss any task
Task notes
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Tasks dispatching

Direct wisely & effectively

Depending on your business type and workers, as a dispatcher, you have distinct resources in your hand. Ideal task dispatching is not only about choosing the right person for the task but even more about choosing the needed skills. Improve the effectiveness of performance by directing matching team members to particular tasks.

Assign & dispatch
  • Create tasks in the mobile & web app and dispatch them to your workers
  • Set notifications for your team not to miss any task
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Task notes
  • You can assign customers as well, and add task notes with data so your sales team members have all the needed information in one place
  • Create notes, make and attach photos & documents to your tasks - you can do it right at the client's place using the IKOL mobile app
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Time-saving communication

Write once, send forever

Sales are based on communication with your customers. The better it goes, the higher chance they will decide on your services. However, it may feel overwhelming to keep in touch with everyone at some point. One of the ideas to decrease the time spent on responding without affecting the results is to use email templates and quick responses on chat.

  • Prepare email templates to choose from while conversing with clients
  • Save SMS templates and send them through the IKOL mobile or web app
  • Enable chat on your website and set quick responses
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Automatic Scenarios

Put words into action

After creating your email and SMS templates, you can use them in automatic scenarios to strengthen your relationship with your existing clients or encourage your leads to consider your services. Once you get your scenarios up and running, everything will happen automatically and your clients will be messaged without your involvement, saving you time and allowing you to handle more clients than ever before.

  • Use automatic scenarios for newsletter and email campaigns
  • Schedule your messages to establish a long-term relationship with your clients
  • Save time and serve clients
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