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The CRM provides a platform to organise and track interaction with potential or existing clients, partners, agents and other contacts. All new events including phone calls, messages and meetings, are connected with a contact or company and related quote and deal records.
The CRM allows you to automate your sales process to speed up your internal actions and provide better service to your customers. Run marketing campaigns through email and SMS channels, collect payments and report on all your team’s activity.
Extensive organisational and collaboration features which enhance efficiency at the personal and team levels. Tasks can be created for yourself only or assigned to a colleague or group. Collaborate through chat at task and group level, set deadlines and view the teams progress in Kanban and Gantt charts.
Workgroups include a dedicated space where all of the files, discussions, calendars and tasks pertaining to a project are stored and accessed by users who are responsible for the project. Time spent on tasks can be tracked and groups can be opened to clients and suppliers.
Nothing is faster than real time communications and these all tools are built into your system including instant messaging, voice & video calls, group chat and conferencing. Hold a video call with up to 24 people, share screens and swop files live on the call.
Invite your customer and suppliers into a conference call using voice or video with the extranet portal.
If your employees need to ask for leave, submit expenses, request technical assistance or put a purchase request in, they can do it with Workflows. All Workflow updates are posted to your assignments page for your approval or input and notifications are visible in the activity stream, and via the mobile app.
Custom Workflows can be created allowing automation of many administrative tasks and improving the speed and efficiency of your operations.
Branded extranet portals for sales, support or team collaboration. Work on tasks and documents, share calendars events, discuss sales opportunities and chat by messenger, voice or video conferencing.
Extranet portals are quick to configure with your own branding and the choice of tools you wish to share with your customers or suppliers.
High-quality phone solution integrated into the contact database allowing calling directly from the CRM and recording of conversations into the related record. No need for special IP-telephony equipment, you can call from your portal anywhere that there is a reliable internet connection.
Route calls to predefined teams, transfer to colleagues and view a log of all calls for customer service or performance monitoring.