Second CRM User Features
Home page widgets displays a block summary of the CRM information and key performance indicators.
Leads is an unqualified sales opportunities gathered from various marketing activities or campaigns.
Potentials provide strategy to follow up prospective customers through the different stages until closed.
Contact is where you can keep all relevant customer information or people that are related to your business.Learn more
Accounts represents a company, organization or business that has multiple employees associated
Campaigns refer to the marketing process with the ability to schedule and execute mass email campaigns.
Quotes is a formal statement issued by a seller to the prospective buyer upon inquiry or request for a quotation.Learn more
Invoices is bills issued to the customers for the Products or Services with the purpose of receiving payment.Learn more