Customer Relation Management (CRM)
Core Features
  • Sales Management
  • Marketing Management
  • Administration
  • Eamil, Tasks, Calls, Meetings
  • Sales Management Marketing Management
  • Lead management
  • Contact management
  • Opportunity management
  • Account management
  • Document library
  • Notes and attachments
  • PDF an opportunity
  • Real-time reminders and alerts
  • Product catalog
  • Marketing Management
  • Web campaign click-through tracker
  • HTML email templates
  • Online lead capture
  • Target management
  • List management
  • Email campaign management
  • Web campaign management
  • Newsletter campaign management
  • Subscription lists
  • Suppression rules
  • Customer Support Migration & Integration
  • Case management
  • Bug tracking
  • Bug portal
  • Case escalation and queuing
  • Asset management
  • Case escalation and notification
  • Unlimited data import and exports
  • Import/export utilities
  • Import de-duplication
  • Custom links
  • Security Reporting
  • Record Level Security
  • Profile Based Departmental Security
  • Access Control By User Role
  • Sales pipeline dashboard
  • Lead source dashboard
  • Monthly pipeline by outcome dashboard
  • Customizable dashboards
  • Custom reports
  • Cross-module reporting
  • Custom charting with bar graph, pie chart
  • Collaboration
  • Activity management
  • Content Syndication
  • Document Management
  • Shared Calender
  • Employee Directory
  • Web Portals
  • Team Notices
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