Contact Management, Sales Management, Marketing Automation, Customer Service and Support, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Contact center, Product, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information Demographic data Company information Duplicate management
Interaction History
Notes and comments on customer conversations
Sales Management
Lead Management, Opportunity Management
Lead Management
Lead generation and qualification Lead scoring and prioritization Lead assignment to sales teams
Opportunity Management
Sales pipeline tracking Quotations and proposals Sales forecasts and targets Target Account List
Task and Calendar Management Calendar integration and scheduling Automated notifications and reminders
Process Automation
Workflow design and automation Automated actions and triggers (sequences) Approval workflows and process streamlining
Integrations and Data Management
Email Integration, System Integrations & Addons, Customization
Email Integration
Email client synchronization Email tracking and archiving Email templates and personalization
System Integrations & Addons
Integration with other business systems Data exchange and synchronization API connectivity for custom integrations
Customization
Customized properties Labels, tags and categories Team Management
Contact center
Contact Channels
Product
Product Management
Product Management
Product Information Product Trees
Digitalisation & Technology
Technology - Basics
Technology - Basics
Hosted by the vendor Hosted by the customer Hybrid hosting customer and vendor Hosted by 3th party
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