CRM - Customer Relationship Management - Features


Customer Support

  • Cases
  • Email to Cases
  • Knowledge Base
  • Customer Portal

Marketing Automation

  • Email Marketing
  • Campaigns
  • Sync Target Lists with Reports

Sales Automation

  • Opportunities - Potential sales in CRM.
  • Leads to Opportunity/Account/Contact.
  • Accounts are central record in B2B model.
  • Contacts can be related to multiple Accounts with specific roles of relationships.

Documents

  • Document attachments
  • Document Folders

Inventory Management

  • Quotes and Invoices
  • Products

Calendar

  • Calls
  • Meetings
  • Tasks
  • Shared Calendar
  • Sending Invitations
  • Google Calendar integration

Emails

  • Automatic Email archiving from personal or group IMAP accounts. Incoming emails automatically get linked to corresponding records.
  • Custom Email Templates
  • Multiple email addresses per record
  • Outbound Emails
  • Mass Emailing
  • Sending Invitations
  • Email Filtering
  • Custom Email Signature
  • Email Filtering
  • Email Filtering

Misc

  • VOIP integration
  • Multiple phone numbers per record. Different types of phone numbers (Mobile, Office, Fax, etc.).
  • Maps displayed based on address fields.

Social

  • User can follow particular record with the available 'follow' button. Records one creates or those that got assigned to one are followed automatically.
  • Activity feed where changes and new additions of followed records are shown.

Customization

  • Customizable workflow. E.g. actions triggered if conditions are met
  • Custom entities, fields and relationships.
  • Customize layouts for detail and list views.
  • Ability to customize your CRM with installable extensions.

Administration

  • Data Import
  • Document Folders
  • Unlimited users
  • Users can be grouped into teams
  • Access control can be set for whole team and specific user
  • LDAP Authentication
  • Themes support
  • Currency Rates
  • Analytic Reporting