An all-in-one sales, CRM, and small business management tool that you'll actually use.

It’s designed to help you confidently understand your business quicker and easier. It’s like having sales, marketing, project management, and administrative help all at once. The real-time reports show you exactly what you are doing well and where improvements need to be made in your sales process.

Capabilities

Instead of going on a scavenger hunt trying to gather all of your business intelligence from multiple tools, you can now access and manage your entire company with just one tool. Easily.

Client
Demographics

Plan your marketing by understanding:

  • Who your prospects are
  • Where they came from and how they found you
  • What sector or industry they serve
  • How big, small, new, or established they are
  • Why they came to you in the first place

Sales
Pipeline

Close deals faster by understanding:

  • How long it took you to make the sale
  • Why the sale never happened
  • Where in the sales process the ball got dropped
  • Why it happened, and how to fix it
  • How not to make repeated errors
    that cost you sales

Cash Flow
at-a-Glance

Plan confidently
by knowing:

  • What deal amounts you've signed
  • What payments you've received
  • What balances are still owing
  • What balances are fully paid
  • Easily view payment history

Project
Management

Plan and collaborate effectively by:

  • Inviting colleagues to help or go it alone
  • Estimating completion dates vs. actual date
  • Discovering how many days/hours over or under you ran
  • Knowing how to staff a project better next time
  • Learning how to manage the client
    to stay on track

Product/Service
Categories

Plan for the
future by:

  • Easily add service and product categories
  • Tracking your best and worst sellers
  • Seeing who bought what
  • Knowing what to do more of
  • Knowing what to drop

Reporting
Structure

Plan your
workforce:

  • Automatic on-boarding
  • Invite staff members
  • Decide who they report to
  • Decide who can see their reports
  • Easily re-assign staff to other reporting levels

Manage it all from just one page.

We want to simplify how you manage your business and reduce how much time you spend doing it, so we created a single page in The Fish Tank called the Project Log, that houses almost everything you need to log and update essential client and project information.


Invite colleagues to join the project

  • Give them the appropriate privacy clearance

  • Keep team accountable to project and deadline

Set new activities

  • By date and by function

  • Share log entries with who you want

  • Automatically updates activity log
Easily update business intelligence
  • Sales Pipeline

  • Cash Flow at-a-Glance

  • Product and Services bought

  • Project Management


Never forget your last move

  • View historical conversations and activities

  • Automatic date stamp for log entries

  • Upload images for easy reference

Kicking Your Behind, So You Never Drop The Ball

The Fish Tank is like having a personal assistant that helps keep you on track with your daily activities. The only difference is that you don't actually need to hire someone.

  • Calls
  • Emails
  • Meetings
  • Quotes to send
  • Deals to close
  • Projects to complete
  • Miscellaneous activities
  • General to do's

Never miss an opportunity again.

Say Goodbye To Manually Creating Spreadsheets

By the click of a button, run reports on you, your team, and your whole company, on any area of managing your business including client demographics, sales pipeline, cash flow at-a-glance, product and service categories, and project management. It's that simple.

First slide
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You can view your reports by any category and by any date range you want and be able to compare them by day, week, month and year, as well be able to email or print them by the click of one button. These reports keep management focused on planning, and sales people focused on selling.

You'll never again have to stop running your business for days at a time to gather data from multiple tools and then not know what to do with them, or how to read them. With the Fish Tank, you have instant access to a variety of pre-populated, real-time reports that allow you to spend your time acting on intelligence rather than gathering it

…and if you have staff, you can easily view their sales reports and compare the performances of all the staff members. With The Fish Tank, it's easy to reward your staff's successes, identify their training needs, and conduct objective performance reviews with them.


Dashboards

Set
Goals

Always know where
you're heading

Submit just a few pieces of information and automatically see your goals and conversion rates of how many new contacts you need to make, how many discovery meetings you need to have and how many quotes you need to submit, to close a specified number of deals. It keeps you moving, accountable, and profitable.


Goals vs Actuals

Always know
where to improve

Based on the goals you and the system set together, you can compare how you are doing. If your real conversion rates are better than expected, you can set new goals and aim higher. If your rates are lower than expected, you can learn how to improve them through the actionable intelligence you get from your reports, as well as from the Learning Tank. See below.


Progress-
at-a-Glance

Always know
where you stand

There is no better way to start the day, than seeing where you stand with your business. Ok, add a cup of coffee and a new lead, and it just got better. Rather than pulling up a full report, you can just click on this dashboard to immediately see where are at with your sales pipeline, cash flow, and projects, in an easy to read report that keeps you in line with your goals.


The Learning Tank

Want to get even better at what you already do well or not reaching your goals? The Learning Tank improves you, your team and your bottom line.

As a licensed user of The Fish Tank, you will have access to a growing number of curated article and videos on many topics like:

  • Understand reports to make smarter decisions
  • Improve your sales pipeline strategies
  • Improve your conversion rates
  • Understand your customers better
  • Provide better customer service
  • Strategies and insights to grow your business
  • Hiring, training and managing staff

The More You Use It, The Smarter You Get!

So now that you know what we can do for you, what are you waiting for?

Jump into The Fish Tank

Give us a chance to help you improve your business.

  30-DAY FREE TRIAL