Manage customer contacts, relationships and correspondence with our easy-to-use Customer Relationship Management (CRM) Software and app.
Pipeline Management - Manage your sales process from prospecting through conversion to actual sales and quickly see how many sales are expected to close in a given week, month or year.
Contact Management - Easily add, manage and retrieve customer-related information in a single, centralized location.
Follow-Up Tracking - Add, assign, and track actionable items and feed them into the sales pipeline.
Comprehensive Reporting - Generate meaningful real-time reports that clearly illustrate the sales pipeline, anticipated sales, and performance trends.
Project Setup - Once a sale has been completed, automatically communicate project details to your accounting and customer success teams.
Mobile Devices - Access your CRM data from anywhere using Android, IOS and Windows Mobile devices.