Stop letting Leads and Opportunities fall between the cracks!
A CRM That Grows with Your Business
The CRM is one of the most robust, yet simple to use customer relationship management platforms on the market! Used by companies, small, medium, and enterprise – This CRM enables businesses of all sizes and industries to seamlessly manage customer and contact relations, build step-by-step sales funnels, manage drip marketing campaigns, and deliver powerful insights to close more deals and convert more customers.
Set your business up for success with the ability to manage leads, clients, inventory, invoices and so much more! The CRM is fully customizable with over 50 add-on apps included and is layered with campaign automation! Even sync payments, expenses, and invoices directly to QuickBooks!
WHAT'S INSIDE?
Flexibility your business needs!
Powerful and integrated APP Addons Included with over 50 APPS! Use the integrated tools to help manage operations and ensure your business has what it needs to work with any type of customer - B2C, B2B, B2E!
Seamless Integration!
Share information across modules Built in Invoicing and payments through Paypal, Stripe, Authorize.net, Bank wire and more! SYNC Payments, Expence reports and invoices directly to Quickbook for EZ accounting integration! * Can also be connected to other accounting software through API Integration
Convert moreBusiness!
- Step-by-step sale funnel creation
- Opportunity segmentation - focus on key accounts
- Simple lead to customer to opportunity set up
- Opportunity to order/invoice/estimate/project
- Visual display of sales funnels
Clearreporting!
- Sales funnel breakdown
- Financial analysis
- Marketing performance
- Revenue/cost planning
- Employee management
- Simple contact filtering
Better contact management!
- Simple lead capture
- No limits on uploaded contacts
- Easily create or remove fields
- Input information tha's important to your business
- Create custom views and reports
- Advanced search capabilities
Better salestracking!
- Sales performance dashboard
- Win/loss analysis
- Sales planning applications
- Territory Management
- Customizable sales funnel
- Simple sales assignment
- Integrated Inventory tracking
- Payment invoicing & collection
