Siteline Sales Portal / CRM

An interface into Label Traxx for your sales team

Gives your Sales Rep a means to contribute from any connected device.

Siteline Sales Portal / CRM is an interface into Label Traxx for your sales team — limiting the data they see to only the companies they are assigned to.

Give your Sales Rep a means to contribute from any connected device. Create, view, and edit Label Traxx data — including Prospects, Customers, Estimates, Invoices, and Orders.

Features & benefits

  • Real-time collaboration between Sales and Estimators
  • Manage a Sales Pipeline with Deals
  • Request estimates with a simple online form
  • Creates the Estimate in Label Traxx
  • View and manage Customers, Prospects, and Contacts
  • View a Sales Dashboard
Siteline Sales Portal dashboard

Sales Dashboard

View & Manage Sales Data

Each sales user of the Siteline Sales Portal will get a personal dashboard that shows key data overall, by customer and by a specific timeframe (e.g. month, quarter, annual).

  • View all Invoices
  • Search for an Invoice
  • Filter by Past Due Invoices

Optimized quoting

Request an Estimate

Each Sales Representative licensed for the Siteline Sales Portal can Request an Estimate from any connected device.

  • Simple online form
  • Creates the Estimate in Label Traxx
  • Alerts the Estimator
  • Can be used by novice to expert Sales Rep
Siteline Sales Portal – Request an estimate

Interested in trying Siteline Sales Portal / CRM?

Connect with our team to set up a demo or learn more.

Contact us