Refreshingly simple. Awesomely affordable.
One clear price. No onboarding fees. No hidden charges. No fine print. Free first-class support.
Everything your sales team needs to perform at a higher level, pure and simple.
Features
Set and Track Sales Goals
Drive Sustained Peak Performance and Accountability
Set and Track Daily Call and Email Volume Goals
Automated Monthly, Quarterly and Annual Sales Reports
Track Commissions
Create Contracts and Invoices Using Goals.com’s Native Builder
Collect Payments Utilizing Integrations with Stripe and QuickBooks
Access to the Goals.com Marketplace*
Integrate with Google, Outlook, Gravity Forms, and AI Notetakers
Actionable Insights
Assign Leads
Move Accounts Through Sales Stages
Track Deal Statuses
Activity Tracking
Set Reminders
Record Customer Notes
Launch Sales Contests and Performance Bonus Programs
Drive Winning Culture by Recognizing Strong Performance
Mobile App
No credit card required
Complimentary setup
Cancel anytime
Benefit Your Sales Performance
Built to Drive More Sales
Sales Goals
Included
Revenue Mapping: Align individual goals with annual business goals for a collaborative strategy
Monitor Team Performance: Monitor how your organization is doing relative to its annual sales goal
Instant Progress: Stay on top of goals and instantly monitor revenue progress
Individual Accountability: Simple, revenue-based goals that encourage responsibility and execution
Dashboard: Easily view each rep’s annual goal and their progress month over month
Individual Performance: Quickly monitor each individual salesperson’s performance analytics
Performance Management: Easily focus on each reps performance against their monthly goals
Flexible Adjustments: Easily adjust team members’ monthly sales goals based on seasonal or performance based factors
Performance Dashboard
Included
Total Sales: See your organization’s current sales year to date adjacent to your annual sales goals
Monthly Sales: Monitor monthly progress of your monthly sales against your monthly team goals
Team ROI: Factor the return and profitability of the sales team
Pipeline KPI Summary: Quickly view what’s in your pipeline, how many leads are currently being worked, opportunities, proposals, etc…
Leaderboard: Quickly see the volume of deals each rep has closed, deals in the works and revenue performance
Pipeline
Included
Pipeline Performance: Quickly view your teams top of funnel, each sales stage performance and click in to further analyze
Lead Status: Determine what’s going on with a certain prospect by noticing days aging, scheduled actions, proposal totals, etc
CRM Specifics: View an accounts overall status, scheduled actions, proposals, past transactions, reference notes, and save points of contact
Efficient Stage Access: Quickly manage accounts by assigning leads, opportunities and account managers for customers
Commissions
Included
Integrated Commissions: Measure and track the annual and monthly sales commissions for each sales associate.
Streamlined Calculations: Automatic and accurate processes that reduce errors and time spent
Flexible Structures: Structures built to align with your business including tiered, percentage-based, or fixed rate plans
Transparent Details: Understand team member performance with a clear details
Realtime Tracking: Instant visibility for tracking commissions in real time
Commission Forecast: Set goals and provide insights into potential commission earnings for team members
Team Management
Included
Team Snapshot: View a quick snapshot of each team member and a roll up of their contributions throughout the year
Individual ROI: Easily see who is driving value into the organization versus those that might be breaking even, or even worse
Rep Specific Dashboard: View to manage each individual reps pipeline and ongoing performance
Morning Brief Email: Provide each team member with a reminder of goal progress and upcoming opportunities
Chat
Included
Manage Chats: Review a sales person’s performance and simply ping the rep in stride
Team Collaboration: Team members can message other team members and groups
File sharing: Send and receive JPG, JPEG, PNG, GIF, PDF and TXT files via the chatbox
Chat notifications: Receive desktop and email notifications for new chat messages.
Monitoring Alerts: Quickly identify potential issues or missed opportunities
Highlights
Included
Celebrate Special Events: Automatically recognize team members’ birthdays and work anniversaries
Drive Morale: Show appreciation and recognize team members with a job well done
Simple Callouts: Recognize team members for a job well done and drive a winning culture
Real-time Notifications: Receive real-time notifications on individual goal progress and achievements
Incentives
Included
Positive Work Space: Build incentives to encourage and empower team members with confidence
Sales Contests: Spur sales activity with launching fun sales contests
Healthy Competition: Encourage team comradery and a fun competitive atmosphere for all team members
Bonuses: Drive longer term incentive strategies for the entire team or individual team members
Wish we had this sooner!
We tried several different CRM’s, all ended up being too complicated and we gave up on them. Goals.com gives us the ability to track revenues, commissions and really what’s important. The team at Goals.com was great to work with and always are there when we need them. Onboarding was super easy and straightforward. Our team quickly adopted the tool and are enjoying how easy it is to use. I would recommend this to anyone who wants their goals and commissions tied into their CRM.
4.9
Frequently Asked Questions
Do you offer a free trial?
Yes! You will get a free 14-day trial period with our standard and custom plans.
What happens after the free trial period?
After the 14-day trial period, your account will be automatically downgraded until we receive our standard $39 per user/month payment.
Do I have to sign a contract?
No. We bill on a month-to-month basis.
What payment methods do you accept?
We accept Visa, American Express, and MasterCard. Please contact us if additional payment types are needed.
How do we get started onboarding and how long does it typically take?
Our goal is to get you up and going as quickly as possible. Typically it only takes a couple of hours. We start onboarding with an initial call where we will complete a couple steps to get your account started. We then can easily upload the remaining sales data.
