Core Features and Capabilities That Scale with Your Needs
Get Product SheetTake advantage of customer relations workflows that help your team deliver on expectations, track prospect engagement and increase customer satisfaction.
Customize your sales funnel to reflect your reality
Most CRM systems are one-trick ponies when it comes to funnel management. This is useless in a lot of businesses scenarios.
Monitor opportunity progress to prioritize with ease
Personalised and clearly visible opportunity progress makes it easy for your sales people to prioritise their work based on importance.
Easily share leads with your team and trusted partners
Smart access rights management allows your team to share leads and opportunities with your trusted partners.
Track customer engagement through priority channels
Account contact tracking gives your team a deeper understanding of customer engagement on website etc.
Everything in one place. Store all documents on the account
No more fumbling about to find the latest statement of work or agreement. Everything resides on the account.
Instant status overview from personalized dashboard
Each team member has his/her own personalized dashboard that displays essential and actionable information.
Setup automated actions based on customer engagement
Automated actions allow your team to work smarter by letting the application take care of trivial, manual tasks.
