Better organize and manage relationships, automates common processes, and use tools to monitor performance and productivity.
Maintain engagement with your customers and stay connected at the time, or simply revitalize stale or inactive clients.
Provider-Customer engagement is deeply desired to be higher and customer understands and wants digital channels to talk to you.
Gain deeper customer understanding and intentions for targeted conversations and trade offers.
Customer profiles - demographics, firmographics. Centralized data, customer persona, smart tagging, automatic status.
Smart templates, pipeline management, account based, sales history, sales pipeline, sales forecast, automate tasks.
Project management, job scheduling, location tracking, case management, team and individual calendars.
Email Integration, pre-templates, record conversations, Interaction Tracking, SMS
Contact address management, company addresses, company to contact hierarchy.
Secure, data sync, cloud based, roles based views, files sync and sharing, multi-user, permissions.
Smart tasks, scheduling & tracking, triggered emails, resource management, organizational hierarchy.
Labor, Product or Material based, Payment Management, Multi-location, Multi-Currency, Territory Assignments
Different views, search, custom fields, advanced filters, dropbox, Google drive, Exposed APIs, pre-built reports.
Your business is more powerful with a single smart tool that helps organize tasks and unifies data across your business functions.