Our CRM is fully integrated with online forms, making it easy to extend existing CRM data structure with your own specification. Create online feedback form and attach to your contact so you can follow up any feedback your contact submits through online feedback form.
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You can attach emails, notes, documents, reminders, tasks to your contacts, sales leads or opportunities to track your interactions efficiently and ensure they are followed up properly. Our flexible calendaring allows you to schedule reminders of your appointments or events the way you want it. Use the automated RSVP when you set up meeting so participants can indicate their attendance promptly and conveniently.
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Our CRM lets you filter your leads using simple search phrase such as 'rating:hot' or 'stage:verbal' to assist you in getting accurate assessment of your sales process. Real time sales funnel chart helps you choose proper actions to improve conversion rate.
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