• Automate lead capture from various sources. • Assign leads based on location or source. • Track leads through the sales pipeline. • Automated messaging for lead engagement.
• Manage stakeholders as contacts. • Automated personalized messaging. • Notifications for follow-ups and renewals • Track communication and account history.
• Centralized customer information database • Integration with business apps. • Store important additional client details • Identify upselling opportunities.
• Sales forecasting and pipeline visibility • Team activity insights. • Product performance and ROI insights • Customizable dashboards for reports .
• Unified platform for team collaboration • Meetings dashboard for schedule management. • Communication tools within CRM. • Task management across teams.
• Geo tracking for customer visits. • Optimizing field team productivity.