CRM

CUSTOMER RELATIONSHIP MANAGEMENT

Manage leads, prospects, customers, orders, opportunities, and tasks, all in a simple, easy-to-use interface.

CRM

Simpler software = More efficiency

Makes sense, right?



AT A GLANCE



People

Manage leads, prospects, customers, and your entire contact database. Assign leads and account managers.

Opportunities

Manage each opportunity from identification to closure. Automate your workflow.

Tasks

Never forget a thing. Record tasks for leads, prospects, customers, and opportunities.

Easy to use

Manage your sales cycle with ease. Web or mobile. No manual required.

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More sales

When your software is simple, you spend less time using the software and more time selling. When the software is smart and effective, it helps you sell more.

Make more money

In sales, it's all about the money. That's why you need software that helps you, not the one that takes your time away.

FEATURES



LEADS

Manage your leads and convert them into prospects

PROSPECTS

Manage prospects, link to opportunities, and convert them into customers

CUSTOMERS

Manage your existing accounts and get more business out of them

OPPORTUNITIES

Manage the opportunity lifecycle, from identification to closure

ORDERS

Record orders and deliveries

CONTACTS

Centrally manage your contacts. Link them to leads, customers, and prospects.

TASKS

Create tasks and attach them to opportunities, contacts, leads, prospects, and more.

Dashboard

Your personal dashboard showing your upcoming tasks and your pipeline

Phone calls

Track phone calls associated with your entire sales cycle

Notes

Record notes about people, prospects, customers, orders, etc.

Attachments

Attach and store proposals, sales literature, and general documents.

Worklog

Track your work progress as time goes by

Seeing is believing

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