Contact Management, Sales Management, Marketing Automation, Customer Service and Support, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Product, Projects, Service & Staff, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information Demographic data Company information Duplicate management Duplicate automation Auto-Formatting Calculated Properties
Interaction History
Notes and comments on customer conversations Past purchases and transactions
Sales Management
Lead Management, Opportunity Management
Lead Management
Lead assignment to sales teams
Opportunity Management
Sales pipeline tracking Quotations and proposals Digital Signing Playbooks
Marketing Automation
Campaign Management
Campaign Management
Target audience segmentation and targeting (ABM)
Customer Service and Support
Ticket Management, Complaint Management
Ticket Management
Recording and tracking customer queries and issues Ticket prioritization and escalation Solution history and notes SLA
Complaint Management
Complaint registration and follow-up Escalation procedures
Reporting and Analytics
Data Analysis
Data Analysis
Customer segmentation and audience analysis Compliance
Workflow Automation
Process Automation
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
Email Integration
Email client synchronization Email tracking and archiving
System Integrations & Addons
API connectivity for custom integrations Document Management
Product
Product Management
Product Management
Product Information Product Trees
Projects
Administration
Administration
Project Registration Project Control Hours Registration
Service & Staff
Registration
Registration
Service Contracts Service Objects & Locations
Digitalisation & Technology
Technology - Basics
Technology - Basics
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