Service Details

Explore Features

Manage hardware, software and data centers. Link Asset inventory to Helpdesk and get 360° control of your IT and business infrastructure.

Lead Management

Create, assign, and track leads.Automatically capture leads via web forms or email.Lead scoring based on custom criteria.

Customer & Contact Management

Centralized customer database (Companies & Contacts).Track all interactions (emails, calls, notes) in a timeline.Custom fields and tags for categorization.

Opportunity Tracking

Manage sales opportunities linked to leads/customers.Define sales stages (e.g., Qualified, Proposal, Negotiation).Forecast expected revenue and probability of closure.

Communication History

Full email integration (incoming/outgoing).Timeline view for interactions (emails, calls, meetings).Integration with Email Inbox and communication logging.

Quotations & Sales Orders

Generate quotations from opportunities.Convert quotations into sales orders and invoices.Template-based PDF generation.

Tasks & Activity Management

Assign tasks to sales reps.Set follow-ups and reminders.Calendar integration for scheduling meetings and events.

Reports & Dashboards

Customizable dashboards with charts and KPIs.Sales pipeline, performance reports, lead conversion rates.Filterable reports by team member, region, status, etc.

Pipeline Management

Visual sales pipeline with drag-and-drop functionality.Kanban view for opportunities by stage.Quick updates from the pipeline board.

Email Campaigns (via integration)

Send bulk emails to leads/customers (integrate with Email Marketing).Track open and click-through rates.Manage email templates.