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Easy Customization
Have CRM your way
We Challenge you to find a more effective CRM / Lead Management / Marketing Automation tool to drive your business.
Lead Management
Lead Capture, Lead Tracking, Lead Nurturing, Lead Distribution, Lead Scoring, Lead Analytics
Opportunity Management
Opportunity Tracking, Opportunity Alerts, Opportunity Forecasting, Quote Management, PDF Quote Generator, Product Lists
Email Marketing
Email Templates, Individual Emails, Mass Emails, Drip Marketing, Email Bounce Manager, Email History
Customization
Page Layout, Homepage Layout, Fields and Labels, Message Board, Personalized Views, Multi-Language
Reporting
Custom Reports, Report Subscriptions, Sales Forecasting, Pipeline Reports, User Activity Reports, Performance Reports
Administration Panel
Access to all Features, Change Reference Tables, Create Custom Forms, Add Account Managers, System Reports, Security Levels
Sales Management
Sales Analytics, Role Permissions, Sales Team Hierarchy, Individualized Dashboards, Mobile & Tablet Access, Territory Management
Marketing Management
Campaign Management, ROI Analytics, Landing Page Integration, Email Templates, Market Segmentation, Open & Click Alerts
Custom Forms
Encrypted Fields, Website Integration, Inline Forms, Hyperlinked Forms, Field Call Scripts, Searchable Forms
Automations
Marketing Automations, Business Rules, Sales Rep Reminders, Date Based Workflow, Milestone Triggers, Automatic Emails & Text
Smart Queue
Call Prioritization, Priority Delivery, Automated Outbound Calling, Integrated with VOIP, One-Click Call List, Customized Call Lists
Data Mining Tools
Power Search, Saved Searches, Mass Email from Search, Multi-record Update, Search Custom Forms, Report on Search Results
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