Add Value to your Client Engagements
360-Degree view of all your business information in one place.
Centralised Interface
See a complete history of each contact in one centralised place
The system automatically logs emails, phone calls, notes, deals, and other records related to each contact, making client management and reference effortless.
Collaborate
Reach out instantly, with one-click emailing and calling
Ready to engage? Place a recorded call or start an email from any contact’s record in just a click. With emails, you can start from scratch or work from a pre-built template that fills in relevant contact information. Then, attach a doc or file from the document management system. Afterward, see a contact’s communication history right inside their record.
Diaries
Document
Build and send quotes, convert them to invoices, and request payments in just clicks
Create a quote in just a few clicks. If it has a discount that needs management approval, the system automates the entire approval process down to just a few seconds. Once approved, send the quote to the customer. And if they accept the quote, convert it to an emailable invoice that’s synced with the accounting system.
Reports & Analytics
Detailed Tasks and Calendar Events
Record Creation & Updates
Lead Management
Convert your website visitors to CRM Leads. Identify the potential lead & assign them to your sales reps. Make the necessary touch-points & grab the opportunity.
Spend more time nurturing customers. Automate everything else.
Know Your Contacts Better
The system shows you a complete history of your relationship with leads and customers. In their contact record you’ll find their personal information, notes you’ve written, and emails and calls you’ve exchanged with them. And if you’ve attached a file, sent them a quote, or engaged with them in any other way, you’ll find it there too, so that you can learn about them faster and take action sooner.
Know when to act with idle contact, activity, and other notifications
The system ensures that you’re always in the know with on-screen, SMS, or email alerts that notify you if a contact becomes active, idle, or meets various other conditions. Do this for contacts assigned to you or your team, or select individual contacts to receive notifications for.
One-Click Contact
Ready to engage? Place a recorded call or start an email from any contact’s record in just a click. With emails, you can start from scratch or work from a pre-built template that fills in relevant contact information. Then, attach a doc or file from the document management system. Afterward, see a contact’s communication history right inside their record.