Description
Product Features:- Company/Contact Management.
- Activity Management.
- Email Integration to external email systems.
- Self-Service Portals for Partners, Vendors & Customers.
- Robust Security Team-based Structure.
- Workflow Management for Automation of Business Processes.
- Role-based Custom Dashboards.
- Graphical & Parameter-Driven Reports.
- Opportunity Management System with configurable sales process methodologies.
- Line-item Quoting System that can be standalone or coupled with an opportunity.
- Free Form or Integrated Product & Services Catalog.
- Forecasting system that is user-friendly ensuring compliance.
- Custom Sales Management Dashboard with Pipeline Charts & Graphs.
- Customer Support/Helpdesk Ticketing System.
- Workflow Integration for Escalation & Tree Branching on Tickets.
- Work History Notes on Ticket Summarizing.
- All Activity Knowledge Base Management (Standalone or Integrated with Tickets).
- Customer-Self Service Portal link for ticket creation/tracking and knowledge base search.
- Project Management for Post Sales Process Tracking.
- Marketing Campaign Management with effectiveness metrics.
- List Management with Lead Importing (Spreadsheet Uploads).
- CRM Lead Creation through Website Integr.
Tech Expert:
Credit Card Required:
NA
Avg Installation Time:
Immediate
Training:
No Training Offered
Free Version:
