Contact Management, Sales Management, Customer Service and Support, Workflow Automation, Integrations and Data Management, Projects, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information Demographic data Company information Duplicate management Auto-Formatting
Interaction History
Notes and comments on customer conversations
Sales Management
Lead Management
Lead Management
Lead assignment to sales teams
Customer Service and Support
Self-Service Support
Self-Service Support
Knowledge base with frequently asked questions
Workflow Automation
Task and Calendar Management
Task and Calendar Management
Automated notifications and reminders
Integrations and Data Management
Email Integration, System Integrations & Addons
Email Integration
Email client synchronization Email tracking and archiving Email templates and personalization
System Integrations & Addons
Document Management
Projects
Administration
Administration
Project Registration Hours Registration
Digitalisation & Technology
Technology - Basics
Technology - Basics
Hosted by the vendor
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