Lead Management
Easy Management of your customers, prospects, suppliers, and vendors
Pipeline Management
Manage and Track your Sales Opportunities through your timeline
Opportunity History
Log changes to your opportunities to view the full history
Sales Stages
Track your Opportunities through sales funnel
Product Lines
Break down your sale into different product or opportunity lines
Tasks, Events, Calendars
Create Tasks, Reminders and Track Customer Interactions
Assign & Re-assign Tasks
Share Leads and Schedule Customer Interactions among staffs
Standard Reports
Standard Sales Report as per the user role
Scheduled Reports
Schedule Reports to automatically run and be mailed
Custom Chart Widgets
Create Custom Chart Widgets for your dashboard
Advanced Reports
Use Advanced Reporting options to create more detailed reports with subtotals and sub options
Video Tutorials
How to Videos on the key CRM features
Telephone Support
Is available only from Standard user
Standard Training
Standard Training
Team Training
Training for groups for departments, branch, etc.
Email and Online Chat Support
Contact us for help in Getting Started
Account Manager
Dedicated Account Manager for support
User Permission Levels
Set Security permissions for users
User Groups
Create user groups and set permissions levels and reporting
User Profiles
Create user profile for permission levels
SSL Encryption
Our CRM uses same level of security as banking system does
Outlook 365 Calendar to Tasks
Sink Tasks to Outlook 365
Google Contacts
Sink your google contacts with your CRM
Google Calendar
Sink Tasks to Google Calendar