SalesRabbit Features

Offers templates or examples of commonly used competition structures.

Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned.

Set up competitions between groups of employees as opposed to competitions between individuals.

Able to have multiple leaderboards and metrics running simultaneously for different groups of users.

Easily modify leaderboards and goal metrics to support adjustments on how to motivate users.

Provides sales teams with a list of rewards they can choose from based on high performance

Provides each employee with a user profile for personal statistics and progress.

Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc.

Mobile app or mobile optimized website allows participants to easily view scores on the go.

Integration with CRM software to access necessary metrics for the competition.

Integration with social collaboration tools to allow employees to communicate about the competition and earn recognition.

Streams leaderboards and other competition-related news on company's TV.

Displays standard reports at the end of each competition showing overall employee performance.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Provides features to allow scaling for large organizations.

Ability to input, modify and extract data from the application in bulk through a structured file.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Define fields to pull in dynamic information.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

How well the platform supports images, audio, and video in proposals.

Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals.

Brand proposals and the application's portal with your company's logos and branding.

Easily search for and add elements to a proposal.

Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval.

Track who is looking at proposals and how often or for how long.

Find out which pieces of content are performing best.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Analyse the performance of different routes or schedules.

Track time (for travel, load/unload, etc.) and the associated costs.

Monitor driver productivity based on KPIs such as time to destination.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Program in-app and email notifications for approval milestones or actions.

Push and pull data from CRM to build proposals and update statuses with clients.

Digitally sign online documents

Push and pull data from quote applications to build proposals.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Track, store, and access client contracts or licenses

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage, organize, and store contact information

Manage and process incoming documents detailing requests for proposals

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Application programming interface that allows for integration with other systems/databases

Assigns achievement badges to high-performing employees based on pre-determined standards.

Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates.

Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls.

Establish measurable goals and objectives and track their progress over a specific period of time

Reports specific to sales analysis for trends and strategies

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Set up connections to third-party platforms to improve business processes

Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Visualize locations on a map

Create a map made up of points and lines that may have additional information assigned to them.

Ability to translate data and metrics into charts, graphs, and other ways to communication information.

Visualize different forms of data in one single image.

Track the management and flow of data throughout the organization

Predict future data based on historical data sets

Select a point on the map and display data within a certain radius.

Use data to gather information about a specific location's geographic features.

Study data in live time to analyze any changes happening in the location.

Review data from past periods to reveal recurring tendencies and predict future performance

The ability to convert the format of source data to one required for the reporting system.

Easily design and refine dashboards and reports.

Integrating APIs that allow you to customize your tool as needed.

Set up connections to third-party platforms to improve business processes

Matches customer requests with routes and driver or vehicle availability.

Routes can be assigned to drivers individually or by batch base on criteria such as qualifications or experience.

Plan daily routes to optimize employee scheduling and provide directions

Defines schedules for a geographical area, customer group, or type of delivery.

Define and implement constraints such as maximum distance or number of required stops.

Administrators can override schedules when unexpected changes occur.

Plan availability and assign specific time slots for tasks and resources

Allows users to establish and change priorities for routing activities.

Receive system updates as soon as any changes are made

Adjust routes based on company constraints and customer requirements.

Provides a platform for creating, collaborating on, and/or sharing design plans.

Provides roofing-industry-specific cost estimating, takeoff, and bid management functionalities.

Facilitates the efficient and centralized management of roofingbusiness operations.

Streamlines the management and coordination of supplies and resources utilized on roofing projects.

Enables the dispatching and coordination of roofingtechnicians and field forces.

Simplifies the prequalification, hiring, and management of general and subcontracors for roofing projects.

Track, store, and access client contracts or licenses

Track and manage schedules and meetings via an integrated calendar

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage and track all job information and associated tasks

Organizing a group of people to accomplish a task

Customize data fields to support various needs and use cases

Create, send, and track purchase orders and their statuses

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Manage sending personnel and resources to a site as needed

Creating, assign, and track jobs and/or tasks for work orders

Create, design and manage workflows for repetitive tasks

Allows users to control of the sizes, shapes, and quantites of sales team areas

Allows users to map your customers to strategically incorporate them into your canvassing and field sales

Automatically assigns reps to new sales opportunities that are within their current territories

Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts

Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.

Provides users with live directions en route to the final destination

Provides users with engaging sales competitions

Provides field sales statistics for all sales reps

Provides data on the data on the performance and whereabouts of reps in the field

Provides video capabilties that field reps can use during field sales calls

Allows field reps to create digital contracts within the software

Allows users to collect e-signatures within the software

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Use AI to generate content in the form of text, images, videos, etc.

Games or game-like elements to track progress and reward accomplishments

Receive system updates as soon as any changes are made

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Track employee schedules, availability, and performance across projects and tasks

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Compare key metrics for the business against prominent players in the industry

Tracking, calculating, and paying commissions and earnings to employees

Caters to sales teams

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Define sales targets and create strategies to meet goals or marketing results

Allow users to access multiple services after entering their login credentials once

Organize and manage the accomplishments and development of employees or performance of applications or systems

Form predictions based on past and present data/trends

Plan target quotas that sales representatives are expected to meet within a specific period.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

A type of incentive earned through making purchases in select categories.

Diagram that shows the structure of an organization and the relationships between parts

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Define levels of authorization for access to specific files or systems

Add customized logos and colors to align with company branding

Monitor task progress and planned accomplishments to better manage project status

Organize customer data and accounts by user or geography

Evaluation process that provides feedback on an employee's job performance

Track and manage schedules and meetings via an integrated calendar

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

View and track pertinent metrics to find patterns and gain insights from data

Ratings/Reviews

Application programming interface that allows for integration with other systems/databases

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Assign issues and tasks based on availability or required skills

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Search and filter data across systems to locate required information by entering keywords or certain criteria

Digitally sign online documents

Provides a channel for team members to share media files, communicate, and work together

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Manage, store and organize emails within the system or via third-party apps

Leave comments and notes on documents for others to view

Import and export data to and from software applications

Tools designed to streamline the process of lead generation and management for sales teams

Track interaction history by documenting conversations for contacts

Present a catalog of inventory that customers can view

Ability to chat online in real time

Pipeline view and tracking lead status

Schedule appointments via a calendar

Pre-made examples and templates for emails

Predefined actions automatically performed on the occurance of specific events

Transfer queries and organize messages between agents

Continuous profile-based stream of news and activity

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Monitor sales and make necessary adjustment in order to increase demand and revenue

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Public or private sharing of digital files such as documents, audio/video, images, and more

Access software remotely via mobile devices

Timed notification for any upcoming task, deadline, appointment, or activity

Access the system via a mobile application

Collects essential call data such as call origin, call destination, call length, and other transaction details

Streamlining repetitive tasks and activities through automated and predefined workflows

Sample files or documents that could be customized as needed or used as is

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Automatically formats data in a predetermined way

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

Generate quotes or estimates for customers

Alter the layout and content of reports

Centralized repository to store content and assets

Import and export data to and from software applications

Review and analyze existing information across documents

Automated or logic-based workflows that assist in the creation of electronic documents

Timed notification for any upcoming task, deadline, appointment, or activity

A record of all activities within the system, including user access, changes made, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

Track revisions and updates made to files and navigate between different versions

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Access software remotely via mobile devices

Assemble applications and processes by dragging over and arranging pre-built components

Create, manage, and send invoices or bills to customers

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Plan availability and assign specific time slots for tasks and resources

Track all personnel who operate company vehicles

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Digitally sign online documents

Manage sending personnel and resources to a site as needed

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track employee schedules, availability, and performance across projects and tasks

Send messages via SMS

Organize customer data and accounts by user or geography

Manage and track customer orders for goods, investments, or any other purchases

Track driver locations on a map in real time

Track item deliveries through dispatch notifications, status and location tracking, and ETA updates

Set up connections to third-party platforms to improve business processes

Finding the most optimal routes for drivers based on various factors and constraints

Monitor and track fuel consumption and costs

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Track and manage inventory levels to maintain proper supply

Track the status over time for a request, process, asset, or transaction

Manage and track orders being shipped to customers

Organize and track the physical movement of goods from one location to another

Track orders throughout the fulfillment process

Online portal through which end users can access the system, manage tasks, or obtain information

Use AI to generate content in the form of text, images, videos, etc.

Alter the layout and content of reports

Geographic location of visitors determines behavior of the software

Generate one-off reports that meet information requirements

Search and filter data across systems to locate required information by entering keywords or certain criteria

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Analyze and gain insights into data in real-time

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and document all activities across devices, networks, and other systems

Converting human-readable addresses into geographic coordinates

An extended application or connector that enables users to perform additional services with their current set of tools

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and analyse user behavior within a system or network

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Import and export data to and from software applications

Manage and support multiple locations

Supports common databases such as MySQL and Oracle

Designs generated in either 2D or 3D format

Process of dividing customers into groups based on common characteristics

Virtual perimeter for a real-world geographic area

Provides a channel for team members to share media files, communicate, and work together

Allow users to access multiple services after entering their login credentials once

Computer aided design to create precision drawings or technical illustrations

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to generate content in the form of text, images, videos, etc.

Identify the physical location of an individual, asset, device, etc.

View and track pertinent metrics to find patterns and gain insights from data

Access software remotely via mobile devices

Define levels of authorization for access to specific files or systems

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Notifications that are delivered to users as soon as an event occurs

A visual display that uses a color spectrum to show how visitors interact with areas of a web page

Finding the most optimal routes for drivers based on various factors and constraints

Electronically collect payments for goods or services

Generate and send material orders from estimates directly to suppliers

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Active reporting of data and metrics

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Track and manage the scheduling of tasks

Integrates with QuickBooks

Plan availability and assign specific time slots for tasks and resources

Alter the layout and content of reports

Store and organize documents in a centralized system

Access the system via a mobile application

Pre-designed layouts that can be customized to match preferences and requirements

A collection of customer information such as contact details, demographics, previous interactions, etc.

A website or login for customers to access information

Integrate with a third-party accounting system

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Take aerial view measurements of properties and create estimates using tools like Google Maps, etc.

Digitally sign online documents

Overseeing and coordinating instructors or educators within an educational institution, training program, or online learning platform

Pre-made examples and templates for emails

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Access software remotely via mobile devices

Capture photos for any type of use case

Track interaction history by documenting conversations for contacts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Log and record hours worked and costs spent to assist in billing and invoicing

Calculate total itemized costs, including initial costs and any changes

Generate quotes or estimates for customers

Receive system updates as soon as any changes are made

Create, manage, and send invoices or bills to customers

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Specialized for organizations who focus on commercial projects and processes

Track the location of specific equipment at all times

Use AI to generate content in the form of text, images, videos, etc.

Track and document all activities across devices, networks, and other systems

Access previous interactions or concerns to maintain customer relationships

Store and organize documents in a centralized system

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Automatically identify and save contact information of potential customers

Score a lead on their quality or likelihood to buy based on certain behaviors

Finding the most optimal routes for drivers based on various factors and constraints

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Addition of necessary external data, applications, tools, or features

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Application programming interface that allows for integration with other systems/databases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage, store and organize emails within the system or via third-party apps

Track all opportunities for potential sales and convert them into recurring revenue

Customize contracts and forms to collect specific information

Swipe a credit card or manually process payments while with the customer in the field

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, organize, and store contact information

Manage sending personnel and resources to a site as needed

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access software remotely via mobile devices

Track and document all activities across devices, networks, and other systems

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Define, track, and/or automate sales activities and sales processes

Tracking, calculating, and paying commissions and earnings to employees

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Organize customer data and accounts by user or geography

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Use AI to generate content in the form of text, images, videos, etc.

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

A collection of customer information such as contact details, demographics, previous interactions, etc.

Alter the layout and content of reports

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Track and manage inventory levels to maintain proper supply

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Electronically collect payments for goods or services

Pre-designed layouts that can be customized to match preferences and requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Digitally sign online documents

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Timed notification for any upcoming task, deadline, appointment, or activity

Assemble applications and processes by dragging over and arranging pre-built components

Access software remotely via mobile devices

Access previous interactions or concerns to maintain customer relationships

Active reporting of data and metrics

Track employee schedules, availability, and performance across projects and tasks

Private online space that lets businesses securely share documents and provide information access to clients

Send messages via SMS

Generate quotes or estimates for customers

Create, manage, and send invoices or bills to customers

Creating, assign, and track jobs and/or tasks for work orders

Manage, store and organize emails within the system or via third-party apps

Management of commercial motor vehicles for work-related purposes

Manage and support multiple locations

Manage sending personnel and resources to a site as needed

Integrate with a third-party accounting system

Manage and track all job information and associated tasks

Oversee technicians and track their assigned work orders

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Analyze floor plans to generate workflow

Capture signatures via mobile devices

Manage inventory based on different requirements of individual work orders

Track the amount of pesticide inventory used on jobs

Intended to be used by pest control companies