Peopletray
Manage contacts and track sales effortlessly with PeopleTray. Gain real-time insights for your team’s performance in a secure, cloud-based platform.
PeopleTray offers an organized approach to overseeing contacts, opportunities, and contractors. While its dashboards demand some initial setup skills, they deliver real-time insights for monitoring sales and evaluating team effectiveness once configured. The platform's secure, cloud-based framework is ideally suited for mobile and field teams.
What Is PeopleTray?
PeopleTray is a cloud-oriented business solution, featuring its CRM component, CRMTray, specifically crafted for managing customer relationships within contractor-focused settings. It includes functionalities like managing contacts, tracking opportunities, controlling documents, and assigning tasks. With CRMTray, teams can consolidate sales information, monitor communications, and enhance follow-up processes all within a single integrated platform.
This tool is optimized for mobile and field operations, boosting visibility into the sales pipeline, fostering collaboration among team members, and enabling role-based access for secure and effective coordination.
PeopleTray Pricing
The starting cost for PeopleTray is $35 monthly for users of the CRM and Team Leaders. This plan grants access to essential CRMTray features along with team management capabilities. Pricing is determined by the number of users and modules included in the selected plan. A 30-day free trial is also available. You can request a personalized quote for PeopleTray tailored to your business needs.
Please note: Pricing may vary.
PeopleTray Integrations
PeopleTray has not made its third-party integrations publicly available. To observe these integrations in action, you can view a complimentary demo of PeopleTray.
Who Is PeopleTray For?
The software is suitable for various industries and sectors, such as:
Construction
Mining
Engineering services
Field services
Utilities
Oil and gas
Civil infrastructure
Is PeopleTray Right For You?
If you need a CRM that effectively integrates customer management with contractor oversight while ensuring compliance for your field teams, then PeopleTray’s CRMTray could be the solution you seek. It simplifies the processes of sales tracking and communication, quickly addressing challenges related to pipeline visibility and follow-ups.
PeopleTray features role-based compliance management, allowing users to monitor certifications, licenses, and expiration dates associated with their roles. Security is maintained through role-based access and encryption methods. This cloud-based framework is designed to scale efficiently for extensive field teams and an expanding clientele.
If you're still uncertain whether PeopleTray fits your needs, reach out to our customer support team at info@softwareseekers.com for assistance in making the best choice.