Visual Management

OnMinutes’ customizable, easy-to-use dashboard interface puts contacts, activities, and results all in one place so you can automatically analyze data and track progress at a glance.

Visual Management

Flag and Tag

  • Just click the star to flag for following any record. You can also tag any record with keywords for easy searching and sorting.

Export Data

  • You can export all or any filtered data to simple CSV files for analysis or integration into other databases.

Join the Discussion

  • Easily add comments to any record for a permanent and traceable internal discussion. You can even forward records to other users with comments.

International Friendly

  • OnMinutes is available in English, German, French, Italian, Spanish, Russian, Chinese and Turkish. Plus, we automatically update financial exchange rates for most of the world’s major currencies.

Workflow Notifications

Using Trigger Notifications in OnMinutes can automate general business actions like product orders, quoting, and sales approvals. We keep business processes consistent, on time and on track.

Workflow Notifications

Circulate for Approval

  • Automatically trigger certain records to be distributed to other users for their review and approval.

Notify per Circumstance

  • Associate records with triggers to notify other uses of special cases like quotations above a certain dollar amount, new opportunities, records tagged with certain keywords, etc.

Stay on Time

  • Workflows work for you so you don’t have to remember what actions need to happen with records. You’ll do more work, faster when OnMinutes starts working for you.

Integrate with Sop

  • Use OnMinutes to create a seamless integration with, not only the ways you already do business, but the ways you want to do business.

Robust Toolset

OnMinutes tools like document association and storage, product catalogs and auto-quotes mean you’ll have more time to manage the human side of sales relationships.

Robust Toolset

Create Quotations

  • Create a permanent record of all quotations for preparation, review and issue to customers.

Associate Files and Records

  • Relate any stored file with any type of record such as contacts, quotations, opportunities, etc.

Use Your Branding

  • Create PDF prints of quotations with your custom company logo and branding.

Plenty of space

  • Don’t worry about running out of storage space with OnMinutes. With virtually unlimited online storage you can store loads of large files without worry.

Convert and Analyze

  • Indicate successful sales by converting quotes right in OnMinutes. Then, use the dashboard to track success and trends.

Create Product Catalog

  • Upload photos of products and include cost, margin, price, and other data for a comprehensive, centrally located products catalog.

Store Files and Documents

  • Keep all your relevant files and documents in one place with OnMinutes.

Integrate Products Into Quotes

  • Associate the products you offer with the quotations you issue to customers for a presentation that sets you apart from the competition.

Tracking Sales

OnMinutes provides a visual, stimulating way of tracking and managing potential sales by giving you a future-looking, detailed listing of all business opportunities. Make sure each potential sale is actively pursued.

Tracking Sales

Store and Connect

  • Store all sales, documents, quotations and related activities under opportunity records for simple management and closure.

Sales Grouping Options

  • Group potential sales by monetary impact, probability of success, closing month and timeline for focused decision-making.

Track Progress

  • Keep track of all sales leads with their probability of success, due dates and quote amounts.

Real Time Analysis

  • Analyze in real-time and review the sales pipeline by opportunity owner, status, impact, tags and products.

Integrate with Workflows

  • Integrate with trigger notifications to treat critical and specific opportunities with individual attention.

Contact Management

Contacts and customers are the heart of any business. OnMinutes makes it easy to keep all customer data in one place for permanent, easy access.

Contact Management

Import and Store Contacts

  • Import existing contacts database using CSV files and store all contact details, including you own customizable fields.

Group E-mails

  • Forward all e-mail conversations with a contact and keep them together for quick, comprehensive viewing.

Integrate with Marketing

  • Tag customers according to their characteristics. Later, filter with tags and export the selections to a CSV file for use with any service.

All Activity in One Place

  • See all meetings, conversations, sales, quotations, opportunities and documents for a contact in one place with OnMinutes.

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AppDirect Support

Get help and support for your AppDirect products and services. Learn from the knowledge base, file tickets, and get in contact with the AppDirect support team.

AppDirect Support

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