Prospects and Deal Tracking

Whether you are recruiting new members or closing deals, CitySoft provides sales CRM tools to meet your needs. 

With our Prospects module, you can track leads and prospects distinct from other contacts.  And, with our Opportunities module, you can create and track new deals and other opportunities through a sequence of deal stages.

Prospects can be specified by an administrator or flagged directly from a custom prospect or contact form that can be displayed on the website.  With our database tools you can track a wide variety of communications, activities and other data related to prospects and their relationships to deals and organizations.

CitySoft's Opportunities module can be used to track traditional sales. In addition, you can track any other kind of deal such as grants, partnerships, in-kind donations, and more.  Opportunities are grouped and displayed by stages.  And, all communications and activities related to each opportunity are tracked and displayed on the same screen for easy usability.

Need to manage volunteers? We've got you covered.

CitySoft's Volunteer module allows you to flag, track, and manage volunteers within your organization and database.  Volunteers are displayed in their own module where you can use a wide range of features to track and manage volunteer activities, hours, reports, and more.

If you use CitySoft's Form Builder, you can create custom volunteer forms to display on the web.  When contacts submit the forms, they can be automatically flagged as volunteers and you are notified via email.  From there, you can use our database tools to assign, manage, and track volunteer activities throughout your organization and network.

Zero percent inflation.  You don't hear that very often these days.  Many companies - including software and technology companies - have been raising their prices while reporting record profits.  Too often these business tactics are just another way to inflate management salaries and investor returns at client expense.  It doesn't have to be that way.  At CitySoft, we haven't raised prices since... never.  CitySoft has always been committed to providing great software, services, and support at very competitive prices.  If your organization or company likes to throw your money at over-priced software companies while spending hours and hours in project meetings, CitySoft probably isn't a good fit for you.  But if you want modern software, priced appropriately, with easy implementation and support, contact us any time.

We want to take a moment to show off our modern, clean admin user interface.  The UI is constantly being improved, so the screen shots below may be dated soon, but it's worth taking a moment to post a few images here.  It's been pointed out to us that some older screen shots of the user interface exist online which may give the wrong impression about our software.

If you are interested in seeing a more detailed look, a demo, or a free trial, please contact us.  And, you can see more detail about the platform here.

In the mean time, here is a current look at the admin UI Dashboard.

In addition, here is a view of the admin Contacts module landing page:

Here is an example of an individual contact profile within the Contacts module:

Good software does not need to be expensive.  But, it often is.  In addition to our very competitive platform pricing, it's important to note that CitySoft does not charge any transaction fees on top of the processor fees (which are usually around 2.2 percent per transaction).

Many software vendors charge additional transaction fees above and beyond the core processing fees.  This is common in platforms that support membership management, event registration, donations and stores.  If you are collecting fees online, these extra percentage points can add up to a lot of money.  We have had clients who saved hundreds of thousands of dollars by using our platform to avoid those extra transaction fees.

Don't hesitate to contact us to learn more and see a demo.