The CRM is an intuitive customer relationship management system with lead and opportunity management, integrated tasks and more.

Features and Tools

• Lead management
  • Collect every lead in one place
  • Record discussions and follow-ups easily
  • Monitor end-to-end progress of each lead
  • Start with just a company name, then add information as you learn it
  • Import leads received from shows or from external data bases
    
• Opportunity Management
  • Identify sales opportunities as they arise
  • Choose products from a catalog or just estimate overall value
  • Sales reps identify their progress using a consistent set of sales stages
  • Estimate future business based on probability of sales
    
• Integrated Calendar & Task Manager
  • Comprehensive online calendar
  • Keep everyone's tasks and appointments in one place
  • View tasks and appointments by customer or sales rep
  • Follow up activities shown on relevant dates
  • Track progress and estimated completion for each task
    
• Keep it simple and flexible
  • All your sales data in one place
  • No software or hardware to install; everything runs over the Internet
  • One version of the program; no separate editions with separate prices
  • You can export any amount of your data at any time for any purpose
    
• Make Managing Easier
  • See it all from your desktop or wherever you go
  • Produce customer files for any type of report or application
  • Generate customer letters or email campaigns based on any data you wish