Contact Management
Contact Management Load customer data from LinkedIn, assign tags to your prospects, manage relationships between contacts and store all customer’s preferences including pricing, billing conditions, addresses, payment terms, etc.
CRM
Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.
Opportunities
Organize Your Opportunities Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and […]
Leads
Lead Management Made Easy Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or sales team. Find duplicates, merge leads and assign them to […]
Agenda
Collaborative Agenda Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues’ in one view. As a manager, it’s easy to see […]
Email Integration and Automation
Email Integration and Automation Route, sort and filter incoming emails automatically. CRM handles incoming emails and route them to the right opportunities or sales team. New leads are created on […]