All-in-One
Features List

We Challenge you to find a more effective CRM / Lead Management / Marketing Automation Platform tool to drive your business.

Lead Management

Lead Capture, Lead Tracking, Lead Nurturing, Lead Distribution, Lead Scoring, Lead Analytics

Opportunity Management

Opportunity Tracking, Opportunity Alerts, Opportunity Forecasting, Quote Management, PDF Quote Generator, Product Lists

Email Marketing

Email Templates, Individual Emails, Mass Emails, Drip Marketing, Email Bounce Manager, Email History

Customization

Page Layout, Homepage Layout, Fields and Labels, Message Board, Personalized Views, Multi-Language

Reporting

Custom Reports, Report Subscriptions, Sales Forecasting, Pipeline Reports, User Activity Reports, Performance Reports

Sales Management

Sales Analytics, Role Permissions, Sales Team Hierarchy, Individualized Dashboards, Mobile & Tablet Access, Territory Management

Marketing Management

Campaign Management, ROI Analytics, Landing Page Integration, Email Templates, Market Segmentation, Open & Click Alerts

Custom Forms

Encrypted Fields, Website Integration, Inline Forms, Hyperlinked Forms, Field Call Scripts, Searchable Forms

Automations

Marketing Automations, Business Rules, Sales Rep Reminders, Date Based Workflow, Milestone Triggers, Automatic Emails & Text

Smart Queue

Call Prioritization, Priority Delivery, Automated Outbound Calling, Integrated with VOIP, One-Click Call List, Customized Call Lists

Administration Panel

Access to all Features, Change Reference Tables, Create Custom Forms, Add Account Managers, System Reports, Security Levels

Data Mining Tools

Power Search, Saved Searches, Mass Email from Search, Multi-record Update, Search Custom Forms, Report on Search Results

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