Fileboard Sales Assistant
Our Sales Assistant AI tells your sales team when your prospects get engaged and when to follow up
Daily Task Roundup
All sales tasks due for the day are organized and color coded
Take Action directly from your sales tasks
Email, start a meeting, call, or send collateral right from the task with one click
Uniquely Focused Tasks
Specific tasks for each lead in an account generated after call or email campaigns
Follow up tasks are automatically generated for every form of customer engagement
Forgot to Follow up or never got a reply? No problem.
If you forget to follow up or don’t get a response, tasks are still generated for each contact based on priority.
Make your Sales Goals
Set daily targets for task completion
What our customers are saying
Fileboard has helped us by increasing the activity level of our sales team based on the data it provides. This increased activity has resulted in pipeline growth and a faster close rate.
Praetorian Digital – Stacey Storey
Be a winner every day!
1000’s of Sales Reps like you win 30% more deals, because Fileboard tells them what to do next.