Ad Sales Genius stands as a cloud-based customer relationship management (CRM) solution designed to cater to the advertising sales needs of publishers, event organizers, and marketing agencies, regardless of their size. Its robust suite of features includes prospecting, invoice generation, comprehensive note-taking capabilities, email campaign management, role-specific permissions, and advanced reporting functionalities.

 

Within the platform, professionals can strategically prioritize leads by assigning scores, allowing for effective tracking of their progress within the sales pipeline. Visual representations enhance the understanding of these processes. The solution goes beyond sales, assisting accountants in managing the general ledger, monitoring earned/deferred revenue, and assessing commissions. Media agencies will also find value in its capability to foster collaboration with freelancers and manage editorial assets within a centralized repository. Furthermore, the project management module empowers managers to set up timelines, delegate tasks to teams, and oversee ongoing issues.

 

Ad Sales Genius seamlessly integrates with an array of third-party platforms including Gmail, Outlook, Office 365, Adobe InDesign, QuickBooks, Stripe, Authorize.Net, DocuSign, and Google Ad Manager. Ad Sales Genius pricing can be obtained upon request, and users can rely on phone support and comprehensive documentation for assistance.