Mobile CRM

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

sales automation

  • Alerts and Notification Management
  • Contact Account Management
  • Desktop Notifications
  • Invoice Management Processing
  • Mass email
  • Opportunity Pipeline Management
  • Order Management
  • Partner relationship management
  • Product Management
  • Proposal Generation
  • Quote management
  • Sales action plan
  • Sales dashboards
  • Sales forecasting
  • Sales goal tracker
  • Sales pipeline management
  • Sales Reporting
  • Sales reports
  • Task & Activity Management
  • Territory management

marketing

  • Campaign management
  • Campaign monitoring & alerts
  • Email marketing
  • Email templates (with merge fields)
  • Event Management
  • Lead management
  • List management & segmentation
  • Web forms

setup & onboarding

  • Consulting services
  • Development services
  • Fast & simple setup
  • Implementation services
  • Training (private)

customization

  • Customized views
  • Integration with DocuSign – eSignature
  • Page layouts
  • Personalize the interface
  • Process customization
  • Third Party Integration
  • Unlimited custom fields

contact management

  • Action plans
  • Address book
  • Alerts & notifications
  • Audit log
  • Calendar Management
  • Call logging
  • Data import & export
  • Data management, field requirements, business rules
  • Document library
  • Duplicate record checking
  • Email integration
  • Email templates (with merge fields)
  • File attachments, document management
  • Mass editing of records
  • PDF templates (with merge fields)
  • Process automation
  • Role-based security
  • Search & filters, list management
  • Task Planning & Management
  • Timeline (at a glance history of all communications)
  • Word document templates (with merge fields)

customer service

  • Call logging
  • Case 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
  • Social Media Integration
  • User, Role and Access Management
  • Website Integration
  • Workflow Management

surveys

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