Customer Relationship Management
Turn contacts into leads, and leads to opportunities
Manage all your customer interactions from the contacts like emails, phone calls, internal notes, meetings and quotations. Create leads automatically from incoming emails and website contact form feedback.
Schedule Meetings in an Integrated Calendar
You can schedule meetings straight from the lead or opportunity info screen and you can also log inbound and outbound calls. If you need several people taking care of the lead, you may organize the team to followup it. You can see your agenda and your colleagues' in one view.
Turn Sales Opportunities into Sales Quotations
Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and turn these leads into quotations.
Automated Sales Actions
Automate actions (e.g. ask a salesperson to call, send an email etc.) based on triggers (no activity for 20 days, answered a letter, agreed timeline etc.)
Mass mailings
Easily send mass mailing to your leads, opportunities or clients.Track marketing campaigns in order to improve conversion rates.
Live Chat
Chat with your website visitors and convert them to potential customers. No need for special chat server, all is done directly on your website!
Building Surveys and Analyzing the Answers
With an extra add-on you can design and test your survey and avoid extra costs that professional online surveys normally cause. Share and collect data instantly and all your results will be automatically synchronized with your database, no hidden datamining from your company. A survey may have multiple pages, containing multiple questions and answers in each of them. You can analyze instantly the results in Your CRM system.