- View important customer history from a single screen.
- Roll-up contact and opportunity data into the account view for easy access.
Customer History
Zen-like User Interface
- Simple user interface means less clutter. Only see the data that is important.
- Access important module data directly from the home page by building custom dashboards.
Better Management
Easily nurture leads through the pipeline with a one-click conversion process to convert a lead to an opportunity.
Customize the lead views with custom fields that match your business processes.
Keep leads and contacts visually separate to make things easier for your sales team. Or depending on your use case merge them together with a single click into one view.
Lead Queueing
Setup lead queues to route incoming leads to various users and teams of people.
Activity Management
Track upcoming calls and meetings, view them in your calendar to see your schedule.
Upload important documents and files as notes against accounts, leads, contacts, and opportunities.
Log History
Log historical information such as notes, calls, meetings, and tasks.
Easily view a summary of history for a particular account, contact, lead, or opportunity.
Better Pipeline
Easily visualize upcoming deals with the pipeline chart.
Create follow up reminders or touch-point emails automatically based on the sales stage of an opportunity.
Add custom sales stages and custom fields to track important opportunity information.
Log History
Log historical information such as notes, calls, meetings, and tasks.
Easily view a summary of history for a particular account, contact, lead, or opportunity.