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 Company data enrichment
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
Calendar integration and scheduling Automated notifications and reminders
Integrations and Data Management
Email Integration, System Integrations & Addons
Email Integration
Email client synchronization Email tracking and archiving
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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