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