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Pipeline Management: organization and tracking of deals across customizable pipelines for a clear view of progress and potential revenue opportunities.
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Contact Management: storage and organization of customer information in one place to simplify relationship management and maintain accurate, accessible records.
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Email Integration: connection with email accounts and synchronization of messages to send, track, and analyze emails directly within the CRM system.
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Sales Analytics: detailed reports and insights on sales performance, trends, and forecasts to support better, informed business decisions.
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Workflow Automation: automation of repetitive tasks and follow-ups to reduce manual work and maintain consistent, efficient sales processes.
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Team Collaboration Tools: shared calendars, task management, and communication features to improve coordination and keep teams aligned on goals and activities.
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Mobile Accessibility: mobile app access to customer data, pipelines, and activities to support productivity outside the office.
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Third-Party Integrations: connections with tools such as Zapier, email platforms, and other business apps to ensure smooth workflows across systems.