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Contact management: centralization of customer details, communications, and history in one place with a clear timeline for personalized, informed engagements.
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Sales pipeline visualization: visual chart of deals by stage to prioritize opportunities and show the current status across the sales funnel.
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Custom workflows and fields: adaptation of data fields, layouts, and workflow stages to match business needs and support efficient processes.
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Automation and integrations: routine process flows with connections to tools like Google Calendar, Mailchimp, and Zapier for smooth, coordinated work processes.
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Reporting and forecasting: insightful charts and reports on sales performance and projections to guide decisions with clear business analytics.
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Mobile access: full system access through a mobile app for team members to stay connected and productive at the desk or on the go.
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AI-assisted productivity: AI tools for drafting content or suggesting actions to complete tasks faster and boost productivity.
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Security and user permissions: secure access control through individualized user permissions to protect data integrity and maintain compliance across the organization.
