Master list of all your customers, using which you can reach your customers
Manage your contacts, that helps manage business relationship
Document repository that acts as central storage for all modules
Tagging solution, which will help in navigation and search of records
This helps your Sales and Marketing team to manage customer leads to any business
Helps Sales team for mass email marketing to reach more customers or to get more leads
This helps in managing the opprtunities that get converted from leads module
Create Quote for your products and services, send to customer to get order
Generate sales order record using the quote create, that can be used for billing
Manage invoices for the sales or purchase order generated for your product and services
Manage your calendar through this module, that can be synced with Google calendar too
Manage your meetings, calls etc. through this Event management module
Manage your ToDo tasks through this module that automates the whole process
Ticketing solution through which customer cases/issues can be managed
Project and task management module that accelerate faster delivery
Frequently asked question section helps in knowledge sharing
Store your customer service contract information through this module
Store and manage your asset records through this module
Manage your product inventory through this module that can help automate your business
Manage your service inventory that gets offered throgh you businesst
Manage PriceBook records through this module, which can remove manual record keeping
Manage your vendor records that provide you raw material to run your business
This helps you to manage purchase records created from products purchased through vendors
We can help you to develop custom modules too, that can fit your business
Saas setup does not support core customization, where as we do
We can help you to install free custom plugins or install new ones
Through Layout Editor you can add or edit fields of any module
You can easily manage multiple tax types and select for transaction records
Our CRM does support multiple currencies which means it supports multiple countries
Multiple outgoing servers can be configured for Google, MS Exchange etc. email servers
Multiple Inventory Terms & Conditions can be configured
It includes some standard reports and also is flexible to create new custom reports
Through our CRM ticket dashboard, your management can track ticket status easily
Through Mail Manager you can get email client experience and integrate existing mail servers
Multiple email templates, that can be configured for different email operations
It allows to configure custom rules, conditions and actions to configure workflows
Our CRM does include customer portal and RSS feed integration
