Foundation

Centralize Customer Database

Get a complete view of your customer details, key contacts, engagements, communications history and social media insights. Highly useful to build customer profile and support them according to their preferences.
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Set Up Product & Service
Set Up Product & Service

Centralize Customer Database

Get a complete view of your customer details, key contacts, engagements, communications history and social media insights. Highly useful to build customer profile and support them according to their preferences.
Read More

Generate Invoice

Plan and Track Customer interactions

Ensure every interaction like meeting, appointment or follow up with customers are tracked and maintained for easy reference. Workflows can send auto reminders and notifications to keep customers updated on their inquiries.
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Calendaring and Reminders

Manage meetings and appointments with the inbuilt calendar, which allows linking every activity with the specific customer and receive reminders at set time before the activity. Also syncs with Office 365 or Google calendar.
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Set Up Product & Service
Set Up Product & Service

Calendaring and Reminders

Manage meetings and appointments with the inbuilt calendar, which allows linking every activity with the specific customer and receive reminders at set time before the activity. Also syncs with Office 365 or Google calendar.
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Generate Invoice

Tasks Management

Tasks like prospect research, proposal writing, and internal communications with progress status are well managed in this module of CRM. Every task can have a priority, a status, a due date, assigned to and more.

Generate Invoice

Manage Multiple Email Accounts

Manage multiple email accounts inside CRM, auto attaching emails to Accounts or Contacts and trigger alerts upon receiving some email, create contacts or tasks from email, etc. Auto sync with Google G-Suite or Office 365.

Send Bulk Email & SMS

Send email and SMS function allows you to send emails and SMS directly from inside CRM and track all interactions with customer, attach it to respective customer history.

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Set Up Product & Service
Set Up Product & Service

Send Bulk Email & SMS

Send email and SMS function allows you to send emails and SMS directly from inside CRM and track all interactions with customer, attach it to respective customer history.

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