Upload, download, and/or integrate data from your existing CRM solution to share information
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Use the CRM system to record Customer information, your contacts, and all activities, communications, and action items related to them
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Enormously flexible, the CRM system lets you create your own custom fields of information important to managing your customer relationships
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Create your own types of activities you want to track and analyze: phone calls, sales calls, proposals, emails, orders, contacts, etc.
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Use the CRM system to assign action items to your staff – for example, if you need a proposal sent, assign it someone, give it a due date, follow up on it, and keep a copy of it all on-line
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With Search and Report capabilities, you can easily find, report, and analyze the information about your Customers
