Features

REPORTS

Over 300+ Reports in Crystal Report Writer.
Ability to custom build reports.
Auto Run Reports and Email as PDF

Marketing

Auto import of Web lead
Interactive Voice Response System for Sales Management
Directions to customer site with click of a mouse
Click to Call
Integrated Web Chat System

Custom Dashboards

ERP Synching to Custom Fields
CRM Features
Account/Contact Management
Automated Processes
Multi-level Security Matrix
Integration to Maps
Web Leads Integration
Email Integration

Calendar and Activity Management

Integration to Outlook
Activity Tracking
Lead/Opportunity Management
Sales Process Automation
Sales Forecasting
Reporting and Analytics
Application Programming Interface (API)
Document Management
Asset Management
Knowledge Base

FEATURES

Business Alerts
Automatically receive notification when specific business conditions are met.
Business Process Automation
Automate specific business task and functions based on selected criteria
Mail Merges / Letter Templates
Create email, printed, or fax mailings to select contacts or group of accounts
Activity Tracking
Associate all correspondence including calls, meetings, emails, and service history with the account, contact, and employee