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CRM
Track leads, close opportunities and get accurate forecasts.
Get accurate forecasts
Use actionable data to
make better decisions
Get the insights you need
to make smarter decisions.
Design custom dashboards
to get a picture of your
business at a glance.
Dig deeper with real-time reports and flow charts that anyone can create and share.
Get more done in less time
Great Tools = Happy People
Schedule activities based
on your sales scripts:
calls, meetings, mailing,
and quotations. Get all
the information you need,
directly on the
opportunity: website
pages viewed, mail
received, etc.
Real-time overview
Easily review your performances & next activities.
Know exactly how you
perform compared to
your monthly targets.
Organize your work
based on your scheduled
next actions.
Stay connected to your customers
Real-time messaging to enhance collaboration.
Get a quick overview of what's going on in your team. See when a colleague
logs a call or sends a quote. Share ideas and files in real-time and catch-up
on things you missed when you were away.
Features
Sell Faster
Modern User Interface
An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.
Mobile
Sell on the road with mobile user interface.
Reduce data entry
Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
Large screen view
Optimized view for large screens, with the opportunity form on the left and a scrollable chatter on the right.
Leads
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Lead Scoring
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity.
Import Leads
Easily import prospects files with column matching tool.
Online Acquisition
Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, form builders, etc.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address.
Live Chat
Activate Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages.
Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Assignation Rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Call-to-actions
Optimize leads acquisition with five call-to-actions and the a/b testing tool.
URL Trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
Opportunities
Activities and calls management
Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. Lost ratio per stage.
Customize stages
Customize your pipeline by adding description on stages.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
360° Visibility
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.
Log Calls
Log calls or trigger VoIP calls in just a few clicks. proposes to automatically reschedule the next action after the call.
Lost reasons
Analyze lost reasons on your opportunities to improve your sales effectiveness.
Revised configuration options
Activate leads if needed.
Customers
Address Book
Get a clear address book shared amongst your sales persons.
Customer Preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Multi-Address
Have multiple addresses and contacts for a single company.
Full History
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Efficient Communication
Emails Templates
Create template of emails for most common communications with your customers or opportunities.
Email Gateways
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
VoIP
Create a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. An auto pop-up is generated for receiving calls. Integrated with Asterisk v13.2 VOIP server.
Custom Alerts
Follow key opportunities in just a click and get alerts based on relevant activities.
Reporting
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Opportunities Analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Cohort Analysis
Keep track of the evolution of your KPI's over time and detect trends.
Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
CRM Dashboard
Visualize your sales teams KPI's at a glance.
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