Modern User Interface: An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.
Mobile: Sell on the road with mobile user interface.
Reduce data entry: Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
Large screen view: Optimized view for large screens, with the opportunity form on the left and a scrollable chatter on the right.
Online Acquisition: Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, form builders, etc.
GeoIP: Detect countries, states and cities of leads automatically from your visitor IP address.
Import Leads: Easily import prospects files with column matching tool.
Deduplication: Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Assignation Rules: Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Call-to-actions: Optimize leads acquisition with call-to-actions and the a/b testing tool.
Lead Scoring: Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.
Leads Nurturing: Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
URL Trackers: Track the source of the leads using UTM trackers in all your marketing campaigns.
Live Chat: Activate Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages.
360° Visibility: Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceding orders etc.
Activities and calls management: Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity’s chatter with predefined actions. Track, log and analyse the activities of your team.
Plan Next Actions: Plan next actions and schedule your daily work based on most important opportunities and tasks.
Log Calls: Log calls or trigger VoIP calls in just a few clicks. The application proposes to automatically reschedule the next action after the call.
Pipeline management: Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline – e.g. Lost ratio per stage.
Customize stages: Customize your pipeline by adding description on stages.
Lost reasons: Analyze lost reasons on your opportunities to improve your sales effectiveness.
Revised configuration options: Activate leads if needed.
Schedule Meetings: Schedule meetings from the opportunity of customer. Sync with mobile phone and Google calendar.
Customer Preferences: Set customer preferences easily: language, delivery methods, financial data etc.
Full History: Get the full history of activities attached to any customer: opportunities, orders, invoices, total due etc.
Address Book: Get a clear address book shared amongst your sales persons.
Multi-Address: Have multiple addresses and contacts for a single company.
VoIP: Create a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. An auto pop-up is generated for receiving calls. Integrated with Asterisk v13.2 VOIP server.
Emails Templates: Create template of emails for most common communications with your customers or opportunities.
Email Gateways: Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
Custom Alerts: Follow key opportunities in just a click and get alerts based on relevant activities.
Opportunities Analysis: Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Cohort Analysis: Keep track of the evolution of your KPI’s over time and detect trends.
Leads Analysis: Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
Dashboard: Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
CRM Dashboard: Visualize your sales teams KPI’s at a glance.
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