MosaicCRM AccountPro Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.

Technology

Platform is a SaaS solution.

Customer Focus

Vendor worlks with businesses of all size across multiple industries.

Select Customers

Aflac, Cisco, Ford, Institute of Chartered Accountants, Nortel

About MosaicCRM AccountPro

MosaicCRM AccountPro is CRM software that puts in place processes that oversees deal flow across one’s pipeline. The platform allows users to have visibility of accounts to find designed sales processes that match the company’s values.

The software provides businesses with tools to keep track with reports and automated alerts that manage any gaps, automatically schedules actions for the account owners and highlights any missed activities, past due opportunity projections, unattended leads and forgotten accounts. Additionally, the platform allows companies to manage quantities, dollars, closing dates, revenue start dates and expiry date all at once with one input.

About the Company

MosaicCRM was founded in 2002 and is headquartered in Laguna Niguel, CA.

MosaicCRM AccountPro Key Features

Customized business processes that help drive successful sales operations
Highly automated management of pipelines, key activities, closing dates, revenue streams and contract renewal dates
Strategic activities and objectives that match a client’s buying cycles and preferences
Opportunity to maximize sales with structured activity and sales opportunity tracking for new leads and accounts
Sales history analytics to forecast customer buying cycles