Marketing Automation : Businesses gain tools to create web lead forms and send targeted campaigns with follow-ups and lead tracking. These features help turn prospects into customers.
Sales & Opportunity Management : A set of tools for contact management, deal tracking, quote and invoice handling, and pipeline oversight. Teams stay aligned and maintain control of sales efforts.
Order Management : A system for branded quotes, invoices, and sales or purchase orders. Payments, inventory, and shipping remain tracked, while billing runs automatically for smoother order handling.
Project Management : Kanban boards and Gantt charts support task planning, responsibility assignment, and project progress monitoring in one place.
Daily Task & Activity Management : A central dashboard covers meetings, calls, deadlines, and tasks. Calendar integration with drag-and-drop rescheduling keeps schedules organized.
Customer Service & Support Case Management : Support ticketing, service contracts, knowledge base, customer portal, and analytics combine to manage inquiries and deliver reliable care.
Personalized CRM Interface : Custom dashboards, themes, languages, home pages, and layouts ensure the system fits user preferences and workflow.
Email Integration & Communication : Incoming emails appear on the dashboard and move into client history automatically. This keeps interactions well organized.
Mobile Access & Apps : Compatibility with iPhone, Android, and web browsers ensures access to CRM tools on the go from any location.
Integration & REST API Support : Built-in integrations and an open REST API connect seamlessly with other tools or custom solutions.
Reporting & Analytics : Reports and dashboards for sales, marketing, and customer support channels help teams monitor performance and make better decisions.
Unified Customer View : Customer data, contact history, and interactions remain centralized in one place. This boosts efficiency and keeps teams informed.
Customization & Workflow Flexibility : Custom fields, workflows, modules, dashboards, templates, and forms allow the system to adapt to unique business needs.