Use actionable data to make better decisions.
Get the insights you need to make smarter decisions.
Design custom dashboards to get a picture of your business at a glance.
Dig deeper with real-time reports and flow charts that anyone can create and share.
Design custom dashboards
Design custom dashboards to get a picture of your business immediately.
From opportunity to quotation
Generate quick and easy quotes that can be adjusted to fit your customer's requirements; all adjustments are tracked and logged. Also, provide a web link to customers to view and accept
Get more done in less time
Schedule activities based on your sales scripts: calls, meetings, mailing, and quotations. Get all the information you need, directly on the opportunity: website pages viewed, mail received, etc.
Securely upload documents to the CRM and have quick access to all customer documents.
Quickly review your performances and next activities.
Know exactly how you perform compared to your monthly targets.
Organize your work based on your scheduled next actions.
Click to dial
Call contacts and leads by clicking on their number. The CRM uses your device's microphone and makes calls directly from your browser
Track emails Emails that are sent from the CRM are automatically tracked and will influence a contact's contactability score.
Maintain full history Business opportunities, quotes, sales, emails, texts and phone calls are linked back to your contact database.
Manage contacts Store contact information of any customer or supplier you've done business with in the past.