Work Orders
Supply Chain
Marketing
Project Management
HRMS
Timesheet Management
Team collaboration
Financials
And More!
This type of fully integrated functionality makes this CRM offering perfect for any kind of business or vertical. Tools to ensure your business has what it needs to work with any type of customer - B2C, B2B, B2E
Utilize email to lead, web to lead, single lead input, API's, Zapier, or CSV upload to get leads into your sales funnel. From there, manage your leads into contacts, opportunities, and customers with ease.
Easily create or remove fields
Input info important to your business
Share information across apps
Create custom views and reports
Advanced search capabilities
No limits on uploaded contacts
Sales performance dashboard
Win/loss analysis
Sales planning applications
Territory Management
Customizable sales funnel
Simple sales assignment
Step-by-step sale funnel creation
Opportunity segmentation - focus on key accounts
Simple lead to customer to opportunity set up
Opportunity to order/invoice/estimate/project
Visual display of sales funnels
Sales funnel breakdown
Financial analysis
Marketing performance
Revenue/cost planning
Employee management
Simple contact filtering