Complete Prospect-to-Quote Automation
Turn Raw Leads into High-Margin Revenue with InterAcct CRM
A robust, Australian-engineered Sales & Marketing engine. Track inbound enquiries, orchestrate cold telemarketing, schedule direct mail runs, monitor salesperson targets, and evaluate gross profit ROI by lead source.
Complete Operational Suite
6 Integrated Sales & Marketing Modules
From capturing raw cold contact lists to closing high-margin jobs, InterAcct provides an end-to-end sales cycle system built right into your core ERP.
Sales Leads & Enquiry Management
Instantly capture web form submissions, inbound phone calls, and trade show enquiries. Log exact lead sources and assign follow-up tasks to specific reps.
Telemarketing & Script System
Process "raw" name databases smoothly. Guided call scripts prompt operators through qualifying questions, automatically converting cold contacts into qualified prospects.
Direct Mail & Email Marketing
Filter prospect bases by custom mail flags, postcodes, machine types, or purchase history. Run targeted mail merges and email blasts without external CRM syncs.
Activity & Target Tracking
Set daily dollar and call volume goals for every rep. Measure call routes, appointment numbers, quotation counts, and actual vs. budget performance in real-time.
Hot Prospects & Deal Pipeline
Focus energy on high-probability opportunities. Review due-to-close quotes, analyze win/loss ratios, and store detailed customer product profiles.
Post Promotional & Lead ROI Analysis
Identify your most lucrative marketing investments. Calculate campaign gross profit margins broken down by promotional source, geographical region, or industry sector.
Architectural Specifications
Enterprise CRM System Capabilities
InterAcct's database structure links sales activity directly to backend job costing and accounting.
Central Names Master Database
A single record maintains history from raw lead, to active quote, to debtor customer—preventing duplicate entries or disconnected data.
Complete Contact History Log
Automatic timestamp logging of every email sent, phone call note, quote iteration, and site visit across all team members.
Custom Categorisation & Flags
Assign unlimited custom industry codes, regional territory tags, machine preferences, and campaign mail flags to contacts.
Direct Estimating & Quoting Link
Convert qualified prospects instantly into formal estimates or detailed quotes with one-click menu choices.
Salesperson Call Route Sheets
Generate optimized daily call lists or geographic route schedules for field reps based on postcodes and follow-up due dates.
Gross Profit Source Attribution
Track final completed job profitability all the way back to the original lead campaign source to measure true marketing ROI.
Let's Talk
Request an Interactive Sales System Demo
See how InterAcct Sales and Marketing Software seamlessly connects lead generation, telemarketing, and quotation management directly to your central ERP.