CRM

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) is an approach to managing a company's interaction with current and potential future customers. It tries to analyze data about customers' history with a company and to improve business relationships with customers.

Sales Automation
  • Leads. Converting Lead to Opportunity/Account/Contact.
  • Opportunities. Potential sales in CRM.
  • Accounts. Each account is a central record in B2B model.
  • Contacts. Contact can be related to multiple Accounts with specific roles of relationships.
Calendar
  • Meetings
  • Calls
  • Tasks
  • Sending invitations to attendees.
  • Google Calendar Integration.
  • Shared Calendar. User can see schedules of coworkers.
Emails
  • Email Accounts. Automatic archiving emails from personal or group IMAP accounts. Incoming emails automatically get linked to corresponding records.
  • Outbound Emails
  • Email Templates
  • Email Folders
  • Email Signature
  • Email Filters
  • Mass Email
  • Multiple email addresses per a record
Social
  • Activity Stream. Feed where changes and new additions of followed records are shown.
  • Follow Button. User can follow particular record. Records one creates or those that got assigned to one are followed automatically.
Customer Support
  • Cases
  • Email-to-Case
  • Customer Portal
  • Knowledge Base
Documents
  • Attaching document files
  • Document Folders
Inventory Management
  • Products
  • Quotes and Invoices
Misc
  • Maps. Displayed based on address fields.
  • Dynamic forms
  • Calculated fields
  • Google Contacts Integration
Marketing Automation
  • Campaigns
  • Target Lists
  • Sync Target Lists with Reports
  • Email Marketing
  • Mail Client Integration
Telephony
  • VOIP integration (available as Voip Integration extension)
  • Multiple phone numbers per record. Different types of phone numbers (Mobile, Office, Fax, etc.).
Administration
  • Data Import
  • Users. No user limitation in on-premise version.
  • Teams. Users can be organized into teams.
  • Roles. Access control can be set for whole team and specific user.
  • Currency Rates
  • Themes support
Analytics
Reports