Features
Functional Role of CRM
Sales Management
Features that assist with lead tracking, deal management, and sales forecasting.
Marketing Automation
Tools for campaign management, email marketing, and customer segmentation.
Customer Support
Systems for VoIP, live chat, and customer feedback.
Data and Analytics
Functions for reporting, performance analysis, and insights.
Request for Additional User Licenses
Kristin Watson
Manager at Eduardo
Difficulty Managing Large B2B Contracts
Eleanor Pena
Team Lead at Eduardo
Questions About CRM Subscription Plans
Kyle
Manager at Eduardo
Drag Here
Request for Additional User Licenses
Tanya
VC at Navistar Corporation
Problems with Bulk Data Uploads
Kyle
COO at Sunnamplex
Problems with Bulk Data Uploads
Jane Cooper
VC at Navistar Corporation
Need Assistance with Sales Integration
Jane Cooper
Team Lead at Eduardo
Data Sync Issues Between CRM and Our Accounting System
Jane Cooper
VC at Navistar Corporation
Drag Here
Dashboards Not Showing Real-Time Data
Jane
Principal at Avon Products
Need Assistance with Sales Integration
Bessie
COO at NCR Corporation
Cannot Update Company Profile Information
Jane Cooper
Director at Ball Corporation
Opportunity into Revenue
Opportunity into Revenue CRM provides with all the tools to capture important leads and manage your opportunities.
Contact Management
Everything you need to know about the person and organizations with whom you are doing business.
Activities Management
Activities are used to keep track of various sales activities like meetings, calls and notes.
Access Control List(ACL)
Assign users to a specific role to ensure that users have access to certain records.
Unlimited Custom Fields
Custom fields are one of key elements that make a CRM adaptable to any business and company.
Product Creation
Manage all products and services your company offers and keep track of what you sell and add value to leads.
