Start off with the Essentials package, move onto a Professional package & later onto the Premium package.
Add you existing gmail-based email to Lily to fill activity streams and collaborate with your team.
Lily takes information and uses it to fill in an account or contact so not as much manual input is required.
All interaction between your team and a customer is displayed here, making it easy to see everything that happened so you can figure out what should happen next.
Keep track of tasks and projects that need to be done for an account.
This makes sure the data you store in Lily is secure by asking you to confirm your identity one of three ways.
By sharing your emails within Lily, the whole team can see what communication has happened with a customer and can collaborate to make each customer relationship stronger.
When someone calls you, a pop-up with caller information displays not only who is calling, but what open cases or deals you have for them.
Keep track of the hours you or anyone on your team works on a deal or case right in Lily.
Store contact information for companies (accounts) and customers (contacts) you communicate with so anyone from your team can contact them.
More than 100.000 companies use Moneybird to manage their finances and Lily keeps the contact and account information with Moneybird synchronized
Create beautiful quotes with a few clicks and let them be signed digitally through Pandadoc.
Every component in Saleshack.io is API based, so any third-party app can talk to Saleshack.io, making integration a breeze for any nerd.