Customer Relationship Management (CRM)

Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Automate routine sales, marketing, and support functions that take up valuable work time, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process.

Understand how your sales team is performing via reports, interactive dashboards, analytics and business intelligence.

Quote to order to invoice process automation with configurable approval workflows, sales commissions and calculations, access to inventory and pricing information.

Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue with the Google Ads integration.

Strengthen your relationship with your leads by nurturing them with relevant content at every stage of your funnel.

Manage leads, contacts and customer interactions via email, social media, tasks, meetings, and calls.

Integrated document management and electronic signatures to facilitate business processes.  Integrations to OneDrive, Google Drive, DropBox and other document management applications. 

Automated workflow that allows for a certain action to be executed when a business criteria is met. This includes sending automated emails, setting up tasks or events, and updating fields.

Your sales team can keep in touch with their leads on the move, log and access important prospect information, keep track of their KPIs, and make data-driven decisions on the move.

Manage your deals, contacts, and tasks on the go, and stay connected to your leads, customers, and your team. Manage your schedule, track your sales visits, share sales insights with your team, and keep track of all customer communication in one place.