Personal CRM: Saleswah Lite CRM 2.0

Saleswah Lite CRM turned 2.

The last version we had in public was 1.0.7. To move straight from there to 2.0 obviously means we made a lot of changes. Yes, we did. But, more than the changes, we tidied up the loose ends; made the existing functions work well, as they ought to.

Before we go further, yes Saleswah Lite CRM continues to be FREE! Go ahead, and download free CRM installer, here.

We also added the ability to update the app from within itself. Yes, just click Check for updates in the Saleswah Lite Menu within Outlook and it will go and download the latest patches.

So, what does it do?

Saleswah Lite CRM add-in to MS-Outlook (Saleswah Lite, for short, thank you!), lets you manage your individual sales opportunities. Opportunity management within Outlook using Saleswah Lite

Saleswah Lite Features:

Deal / Opportunity Management

Create an opportunity record for every opportunity and track:

  • Size/ Value of the opportunity
  • Stage of the opportunity
  • Chance and projected month of closure
  • Client decision makers and their roles in the purchase process
  • Scheduling and tracking activities with the decision makers
  • Recording the budget available to the customer

Contact and Account Management

Saleswah Lite totally works with the native Contact Management of Outlook. So, no more duplication, no more entering and maintaining contact records twice over.
What Saleswah Lite adds is some semblance of Account Management- the ability to add multiple contacts working for the same company as decision makers to a deal record.

Tasks management

Saleswah Lite has the ability to schedule a task related to a sales opportunity from within the opportunity record. The beauty is that from then on, the Outlook native task management functionality takes over. These tasks have a lot more information with them than a typical Outlook Task- they have the client Contact Name, the product name and the opportunity related to- all listed.
And, you can create your custom Tasks as well.

Add your product list

Let us say you sell insurance policies. You can add each one of them to the Saleswah Lite product list with prices. So that, when you create an opportunity, you can relate it to a product with its price.

So, what are you waiting for? Download free CRM, Saleswah Lite, here.

What if I had an online account with Saleswah CRM as well?

Ah, that’s the subject of another blog post. Watch this space!