Mobile Web Ready

  • Smartphones (iPhone, Android and Blackberry)
  • Tablets (iPad, Android, and Blackberry Playbook)

sales

  • Lead Management
  • Contact Management
  • Account Management
  • Opportunity Management
  • Job/Project Management
  • Alerts & Notification Management
  • Desktop Notifications
  • Quote & Invoice Management
  • Opportunity Management
  • Contract Management
  • Service Catalog
  • Proposal Generation
  • Sales Action Plan
  • Sales Dashboards
  • Sales Forecasting
  • Sales Goal Tracker
  • Sales Pipeline Management
  • Sales Reporting
  • Task & Activity Management
  • Workflow & Approvals
  • Role-based Security
  • Document Management
  • Reports & Dashboards

marketing

  • Campaign Management
  • Campaign Monitoring
  • Campaign ROI Tracking
  • Email Marketing
  • Surveys
  • Event Management
  • List Management & Segmentation
  • Web Forms

setup & onboarding

  • White Glove Implementation
  • Fast & Simple Setup
  • Development & Integration Services
  • Private Training
  • Unlimited Support
  • Data Import

customization

  • Branded Customer Portal (with your logo)
  • Custom Fields
  • Custom Layouts & Forms
  • Custom Views & Filters
  • Customized Notification & Escalation
  • Custom Components
  • Custom Features & Functions
  • PDF Template
  • Workflow Customization

contact management

  • Action Plans
  • Address Book
  • Alerts & Notifications
  • Audit Log
  • Calendar Management
  • Call & Activity Management
  • Document Management
  • Duplicate Record Checking
  • Email Integration
  • Process Automation
  • Search & Filters
  • Task Planning & Management
  • Reporting

customer service

  • Call Logging
  • Case/Support Ticket Management
  • Case Monitoring & Alerts
  • Customer Service Dashboards
  • Customer Service Reports
  • Knowledge Base

report & dashboard

  • Analytics
  • Dashboards
  • Reporting

Integration, Security and Workflow

  • Business Process Control
  • Document & Content management
  • Google Maps Integration
  • Internationalization & Multi-Language
  • MailChimp Integration
  • MS Active Directory Integration – Single Sign-On
  • MS Outlook Integration
  • SMS/Text Messaging Integration
  • Facebook Lead Generation
  • LinkedIn Lead Generation
  • Website Lead Generation
  • User, Role and Access Management
  • Website Integration
  • Workflow Management

surveys

  • Survey Campaigns
  • Survey Customization and Management
  • Survey Response Reporting