Sales call reports for businesses that sell by phone

• Distributors and wholesalers

  Orders by rep from your ERP, quotes going quiet, and what customers say about stock and price.

• Freight brokerages

  Loads and margin by rep, why quotes didn’t book, and shippers who sound ready to leave.

• Equipment rental

  Rental calls followed to quotes, reservations and contracts, with utilization by class.

• Building supply yards

  Contractor quotes and orders by salesperson, open job quotes and delivery calls.

• Manufacturers with inside sales

  Quotes and reorders from your ERP, lead time questions and accounts going quiet.

• Roofing and home services

  Inspections booked, booking rate by rep, lead sources and missed calls to return first.

What these businesses have in common

Customers pick up the phone to buy. They call to check stock, get a rate, reserve a machine or book an inspection, and a rep gives a price on the call. The order, load, contract or job shows up later in a system the phone can’t see. Morning Tally connects the two, so the person running the phones can see each morning which calls made money and which ones need a call back.

The reports are priced for teams with up to 30 people on the phones: $395 a month for up to 5, $595 for 6 to 15 and $795 for 16 to 30.

Who we don’t work with

We don’t take on healthcare providers, law firms, insurance agencies, or banks, lenders and other financial businesses. Calls in those fields carry privacy and record-keeping rules that call for a different kind of service.

Common questions

Our industry isn’t listed. Can we still use it?

Probably, if your customers call to buy and the sale shows up in a system you can export from. Email [email protected] and tell us how a sale happens at your company.

Do we need a certain number of reps?

No. One person on the phones is enough. The smallest plan covers up to 5.