Turn leads into paying subscribers

Automate just about any step of your sales process.
Effectively manage leads, track interactions, and
ultimately drive more revenue.

Banner Sales

Drive sales, boost revenue

SwitchTransact is indispensable for contemporary sales organisations seeking to boost efficiency, cultivate stronger customer relationships, and achieve unparalleled sales success.
Lead Scoring

Rank prospects based on their likelihood to become customers.

Lead Management

Manage leads from prospecting to conversion. Track activities, campaigns and tasks and manage stages.

Auto Lead Assignment

Automate the distribution of leads to sales representatives based on predefined criteria, ensuring efficient and timely follow-up.

Sales Automation

Streamline repetitive tasks in the sales process, such as lead nurturing, email outreach, and follow-ups.

Custom Messages

Create personalised messages on multiple channels based on triggers.

Advanced Reporting

Consolidate streams of data in meaningful ways that help you spot patterns, trends, behaviours, and other market insights.

Messaging

Personalised and
Automated Messaging

Engage with the right people at the
right time with the right message.

  • Campaign management

  • Automated messages

  • Email, SMS, WhatsApp and push notifications

  • Email & landing page & form builder

  • Templates

  • Message tracking

  • Custom integrations

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Lead Scoring

Lead Scoring

  • Automated lead scoring

  • Scoring criteria

  • Engagement tracking

  • Behavioural Scoring

  • Lead routing

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Deal Management

Deal Management

Track and oversee the progression of sales opportunities, from initial contact to closing, to ensure effective and timely deal closures.

  • Deal stage customisation

  • Pipeline management

  • Progress tracking

  • Sale cycle automation

  • Lead routing

  • Reporting & analytics

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Document Signing

Document Signing

Enables users to electronically sign documents, streamlining approval processes, reducing paperwork, and enhancing overall efficiency.

  • Electronic signature

  • Multiple signers

  • Online document editor

  • Document versioning

  • Document tracking

  • Compliance and legal standards

  • Custom branding

  • Reporting & analytics

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Billing

Billing

Improve cash flow management and financial predictability with our sales billing platform.

  • Create quotes & invoices

  • Statements with ledgers

  • Manage loans and credit

  • Automated reminders

  • Payment links

  • Recurring invoices

  • Online, cash or EFT payments

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Start growing your business... Get paid quicker.

Get started!

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