Workflow Builder and Integrated Workflows

• Create any number of step-by-step processes against any object, including leads, projects, customers, contacts, opportunities, and more
• Automatic creation of calls, meetings, tasks, documents, and emails based on the defined step by step process, allowing you to structure and enforce your team and standards
• Easily sort, filter, monitor, and assign active workflows or steps within any active workflow to any team member
• Simple dashboard interface to any active process, showing you what has been done, what is to be done now, and what is to be done next
• All automatic steps and actions are fully integrated with the CRM, including calls, meetings, calendar events, tasks, emails, documents, and more

Easy Set-Up and Administration

• Simple Step-by-Step Configuration Wizard - be up and running with your CRM in a matter of minutes
• Unlimited Users - add all your employees without added cost
• Enterprise-Class Application Hosting - fast, secure, monitored, with no maintenance fees
• Full Data Back-up - all your data securely backed-up every day

Customer Relationship Management

• Customers Managed by Logical Organizational Structures  - Leads, Opportunities, Contacts, Accounts
• Detailed Customer History - all correspondences, appointments and notes retained as history for each customer
• Generate Custom Lists of Customers - sort your customers by various criteria and export to spreadsheets or mailing lists

Sales Force Automation

• Dashboard- instant charts and graphs located on one page allowing you to see quickly your financial information
• Create Lists - easily create list views in a printer-friendly format for various actions like appointment, leads, contacts and more
• Logical Workflow - start with a lead and convert them into an opportunity with the final goal of converting them into an account
• Home Page Information - the first page of the CRM provides you with dashlets which are quick blocks of instant information specifically for you

Track Sales Opportunities

• Track important information, such as the status of your sales opportunities, revenue potential, probability of closing, and expected close date so that you can forecast your sales with confidence
• Sort and filter your contacts and sales opportunities with views to see only the most relevant information
• Include product or service and price information related to your opportunities which can help to identify potential revenue streams and product or service demand

Customer Service Tracking

• Create Cases - assign a case for customers to track support or history related to one specific request
• Assign Cases - cases you create can be assigned to other employees for specific actions and assigned back when resolved

Advanced Reporting

• Reporting with Charts and Graphs - powerful pre-compiled reports available on one page
• Customize your Reports - edit and adjust the reports to give you the information you need

Corporate Calendar

• Shared Calendar - see all appointments for all employees in a variety of calendar views such as daily, weekly or monthly views
• Schedule Appointments for Others - using the shared calendar appointments can be made for other employees

Core CRM & Contact Management

• Complete Control - easily organize and manage all information inside the CRM
• Create Tasks - create tasks for yourself or create tasks for employees with email notifications
• Create Contracts - contracts can be generated for accounts with start and stop dates
• Share Leads - assign leads to multiple employees
• Reminders - set appointment and task reminders to keep you and your employees on track

Create Quotes & Invoices

• Quick Quotes - quickly create a product list quote to send to your customers
• Create Opportunities - quotes you create can be tracked as opportunities and converted to invoices or accounts
• Import Feature - import price lists and products easily from most data type files such as an Excel spreadsheet

Manage Customer Information

• Central Location - all your business information is together in one central location available anywhere you have access to a computer and internet
• Email history - email sent to or received from is instantly associated with a customer, account or opportunity
• Link Information - all history, tasks, appointments, documents and more can be linked to a customer to keep everything in one central location

Share Customer Information with Employees

• Assign Customers to Other Employees - share customer responsibilities with by assigning to other employees to manage
• Shared Meetings and Calls - invite, share and assign calls, meetings and tasks with multiple co-workers
• One Database - employees share the database of leads, accounts, contacts and more while also providing user specific data like calendar events

Email Campaign Management

• Email Manager - send and receive your email using this powerful manager. Create custom templates for emails you send on a regular basis
• Email Marketing - create an email marketing campaign with success tracking and reporting