- Sales Automation
Leads. Converting Lead to Opportunity/Account/Contact.
Opportunities. Potential sales in CRM.
Accounts. Each account is a central record in B2B model.
Contacts. Contact can be related to multiple Accounts with specific roles of relationships.
Sending invitations to attendees.
Google Calendar Integration
Shared Calendar. User can see schedules of coworkers
Email Accounts. Automatic archiving emails from personal or group IMAP accounts. Incoming emails automatically get linked to corresponding records.
Multiple email addresses per record.
Activity Stream. Feed where changes and new additions of followed records are shown.
Follow Button. User can follow particular record. Records one creates or those that got assigned to one are followed automatically.
Attaching document files
- Inventory Management
Multiple phone numbers per record. Different types of phone numbers (Mobile, Office, Fax, etc.).
Reports. Allow users to see gathered information about business.
Business Process Management BPM tool. Provides an ability to model and automate business processes.
Workflows . Actions can be triggered if specific conditions are met. Available actions: send email, update record, create new record, create notification, assign record by specific rule.
Maps. Displayed based on address fields.
Data privacy management
Export to Excel
Export to CSV
Printing to PDF
Google Contacts Integration (available in extension)
- Marketing Automation
Mass Email Marketing
Mass Mail Merge
Sync Target Lists with Reports
MailChimp Integration (available in extension)
Users. No user limitation in on-premise version.
Teams. Users can be organized into teams.
Roles. Access control can be set for whole team and specific user.
- Customer Support