CRM (Customer Relationship Management)

  • Schedule activities based on your sales scripts.
  • Calls, meetings, mailing, and quotations.
  • Get all information you need, directly on the opportunity.
  • Website pages viewed, mail received, etc.
  • Track leads, close opportunitiesand get accurate forecasts.
  • Get the insights you need to make smarter decisions.
  • Design custom dashboards to get a picture of your business at a glance.
  • Dig deeper with real-time reports and flow charts that anyone can create and share.