Job Tracking

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Pricing

CRM

Affordable plans priced per user, for small and medium businesses.

Marketing Automation

Marketing plans based on usage to help you grow.

Sales Communication Tools

Send templated sales emails and manage appointments.

Collaborate Securely

Manage Leads and Business Contacts

Deal Tracking

Track business opportunities visually through custom deal workflows.

Keep Organized

Tools to keep on top of day-to-day customer interactions.

Segmentation

Segment your contacts by applying conditions.

Marketing Campaigns

Create marketing campaigns that work for a variety of scenarios.

Email Marketing

Build Rich HTML Emails to keep you customers engaged in your brand.

Job Tracking

Create kanban-style boards to track client work visually through your custom workflow.

Contact Management

Manage Leads, Business Contacts, Companies for B2C and B2B.

Job Tracking

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Create separate service boards for each workflow

Since service delivery processes can vary, you can create service boards that represent each unique workflow.
Customize the stages in each board to suit.
Powerful role-based access can ensure jobs are only visible to those that need it.

Easy to customize

Easily modify pipeline stages with drag-and-drop ease.
Rename, sort, or add stages, as shown.
Create a custom deal-tracking process in minutes.

Visually manage client work

View and manage your jobs on a kanban board.
Drag-and-drop jobs as they progress through stages of the service delivery process.

Stay-on-top.

Keep customers happy.

Beyond helping you see the big picture, BlueSail comes with a range of features to help you stay-on-top:

Dashboards and reports
Notification alerts
Custom data fields to capture data that's relevant to your client work deliverables.