Admiral is a one-stop command center that models the best practices of the sales elite. It provides structure, context, and integrated tools to uniquely support the entire sales lifecycle – letting nothing fall through the cracks and making you look like nothing less than the organized, confident, tech-savvy hotshot that you are.


Handling multiple clients with unique and specific needs is difficult for even the most well-organized sales pro. With moving targets like scheduling and changes in a Meeting Plan, keeping it all on course can be a serious brain teaser. Enter Admiral.

  • Keep meetings organized in an  easy-to-review list format, with separate lists available for future and past meetings
  • Easily add and edit attendees from your Contacts
  • Quickly and easily make changes to date and time
  • Create a new Meeting Plan or select from an existing library
  • With Admiral Enterprise have all the core meeting data sync back to your CRM. Now you don’t have to enter it after the meeting!


  • Always have access to the most current materials
  • Include multiple media types; PDF, video, weblinks, excel and more
  • Group your documents into powerful multimedia presentations (Meeting Plan)
  • Add tags, categories and favorites to your documents so the right document is always at your fingertips
  • Get great analytics on the documents being used in the field
Managing marketing material with Admiral means you will always have access to the most up-to-date documents and grouping those documents into a powerful plan for a meeting has never been easier.


Admiral task management lets you keep on top of all of your pre and post meeting to-dos making sure that you follow through on everything that you promised and nothing falls through the cracks.

  • Easily set pre meeting ‘Lead In’ tasks as you schedule your meeting
  • Once you finish your meeting Admiral lets you quickly set your follow up tasks
  • Manage all of these tasks in one easy to use list
  • With Admiral Enterprise these tasks will sync to your CRM task list