Customer Relationship Management Tool / CRM Tool

FEATURES

Sales Team Features

  • Lead Management
  • Lead Conversion Mapping
  • Account and Contact Management
  • Opportunity Management system
  • Online Quote Generation system
  • Customer Support and Customer Service

  • Trouble Ticket system
  • Online Knowledge Base System
  • Support Stats

  • Marketing Team Features

  • Online Lead Management
  • Mailing Lists
  • Custome E-mail Templates
  • Templates  for Mail Merge
  • Mass E-mail
  • Inventory Management Featuers

  • Online Products Catalog
  • Price Books
  • Vendors List management
  • Purchase Orders
  • Sales Orders
  • Invoices Generations and sending

  • Activity Management Featuers

  • Tasks, Meetings, and Calls
  • Recurring Events
  • Group/Shared Calendar
  • Activity History.
  • E-mail Notifications
  • Notes

  • Productivity Tools & Add-ons

  • Incoming & Outgoing E-mail Integration
  • Outlook Plug-in
  • Office Plug-in
  • Thunderbird Extension
  • Customer Portal
  • RSS Feeds
  • Reports

  • Key Metrics
  • Customizable Reports
  • Pre-built Reports
  • Different Report Folders
  • Product Customization

  • Custom Fields (10 different data objects)
  • Pick Lists
  • Custom List Views
  • Drag and Drop Modules
  • Security Featuers

  • Easy User Management
  • Pick Lists
  • multiple Profiles
  • Role based system
  • Organization-level Sharing