- Activity & Calendars
- Contacts and Organizations
- Opportunities and Sales Pipeline
- Products, Quotes and Invoicing
- Email & Report Automation
- Setup or manage text of field or page or feature as per your business needs.
- Easy to use interface for non technical person to update labels for all fields.
- Forecast your sales team’s target by week,month and quarter to keep your sales team.
- Setup forecast against close deal,sales,paid invoice or opportunity.
- view Target Vs Actual sales in nice color coding reporting.
- Schedule and send email to leads / contact or company using well designed email campaign features.
- send thousands of email in couple of seconds OR schedule mass emails in some other day.
- Extensive reporting tools to view open/click email statistics.
- Track email sent from the system from any of the modules either it could be lead/contact/organization/quotes or invoice.
- Graphical view of the report to see open email as well as report on click in link in email.
Payment and Billing
- Account Receivable
Record and track payment received against invoice. View status of outstanding/paid/unpaid/partially paid invoice.
- Account Payable
Record and manage payment made against supplier’s purchase order. View status of outstanding/paid/unpaid/partial paid payment of supplier’s purchase order.
- Create workflows to automate tasks like sending emails on any action, notify team or sending reminders for meetings or events
- Receive reports on predefined date and time in Excel format for selected users
- Auto schedule Report & Mail scanner
- Schedule Birthday,Anniversary messages
- Schedule Auto reminder of calendar & activities