Contact and Opportunity Management
Efficiently organize your contact database, associating contacts with relevant accounts and opportunities. Capture essential contact details for comprehensive communication records. Track opportunities throughout the sales lifecycle, analyzing critical deal information and forecasting revenue.
Lead, Account, and Case Handling
Seamlessly capture and organize leads, qualifying them based on predefined criteria. Convert qualified leads into opportunities for a streamlined sales process. Effortlessly create and manage accounts, maintaining detailed information for efficient tracking. Effectively manage and resolve cases through a centralized system, assigning tasks for quick resolution and maintaining detailed documentation. This suite ensures a holistic approach to sales, enhancing efficiency and decision-making.
Screenshots from our system
To explore the functionality and usage of these add-ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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