Accounts will hold all information specific to a company that your organization will have a relationship with. This module allows you to manage all accounts.

To record and track bugs in the products that you offer.

Manage your time by scheduling Meetings, Calls and Tasks, and optionally share your Calendar so to allow others to view your upcoming activities.

Schedule and log a record of inbound and outbound calls.

To track, evaluate and manage campaign including the sending of email marketing campaigns.

Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function.

Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts.

Used to manage Contracts and reneway dates.

The Documents module can be used as a repository for Customer issued or internal files.

Record emails sent to and form customers.

Manage information of a particular event and send out invites to delegates.

Used to create, track and issue invoices to customers.

Template responses to bu used with the Cases module.

View leads (unqualified sales prospects) in customizable list, and manage them. Once a Lead is qualified and converted it will turn in to; a Contact once you have established “Who” it is, an Account when you know “Where” they work and an Opportunity once it is known “What” they night buy.

Schedule and record meetings with your customers and leads.

Used to keep a record of any comments, observations or explanations to build the customer profile.

An Opportunity is a qualified Sales prospect.  This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is “Closed Lost” or “Closed Won.”

To create templates that can be used for Quotes, Invoices and Contracts.

A product catalogue where users can select from when preparing Quotes.

Projects module allows the User to arrange their organization’s projects by tracking a number of Tasks and allocationg resources.

Used to create, track and issue Quotations to customers

Real-time reporting using CRM data.

Typipcally Targets are used as the recipients of a Marketing Campaign, your organization knows very little about these individuals and they may be reused for new Campaigns or deleted without any impact to the business.

Distribution Lists used when sending email marketing campaigns.

Record, relate and assign Tasks and to-do items that require action.

Atomated actions based on conditions withon the CRM data.

View the CRM on any device

Translations for over 50 languages, 16 of them over 96% complete.

Customize your front page with dashlets that contain leads info, custom charts, reports and more, in one or multiple tabs.

Customize your menu to gain quick access to the modules that are important for you.

Customize module fields, layouts and relationships. Create and edit modules, module layouts and configure tabs.

Receive desktop notifications, such as upcoming meetings and new assigned leads.

Perform advanced searches on all modules. The optional full text global search feature enables enhanced functionality of searching text in documents and other files.

Manage users, set employee information, role, locale settings and more.

Manage role membership and properties, limiting or granting access to access, delete, edit, export, import, list, mass update and view each module.

Manage password requirements and expiration, enable LDAP Support, and SAML Authentication.

Configure Security Suite settings such as group inheritance, additive security, etc. Control what your users can access. Lock down sensitive data to specific groups or teams.

Configure the system-wide settings, such as theme, currencies, languages, activity streams, etc. according to the specifications of your organization. Users can override some of the default locale settings withon their user settings page.

Integrate with other applications, like ERPs, Marketing tools, and more.

Install and manage add-ons, creating new funtionality in your CRM.