Leads/Inquiries
- Capture leads/inquiries from various sources in one place and assign to right team member
- Filter and track the statuses user wise with updates
- 360 degree view and dashboard widgets by status, source and industry
- Integrated with Website,Email client (gmail/outlook/office 365)
Activity & Calendars
- Create/Share/Integrate calendar with third party calendar
- Automate calendar activities based on trigger & activities
Contacts and Organizations
- Manage all types of business contacts efficiently with all details integrated with features like emails, appointments, quotes and more
- Assign and manage contacts, organisations (accounts or companies) to users
Opportunities and Sales Pipeline
- Create and track all sales opportunities by the Team. Analyze and help Sales team to obtain optimum results
- Helps company to forecast revenue and pick the close deals
- Sales pipeline reporting to track sales by sales team
Products, Quotes and Invoicing
- Add products, create Quotes and convert accepted Quotes into Invoices
- Attach documents and catalogues to Quotes and send anything by email in one click
Email & Report Automation
- Automatically creation of leads/contact from specific types of email received in your Inbox
- Schedule and send report created from various modules to management email inbox.
