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CRM Features

CRM's Sales Force automation empowers you to track all business opportunities and close more deals in less time. Additionally, you can effectively utilize the existing customer data for future up-selling.


With the CRM marketing automation, you can effectively plan marketing activities, improve the quality of leads generation process. Additionally, you can also measure the performance and effectiveness of campaigns.


CRM Cases and Solutions allows you to streamline the organization-wide Customer Support process and enable a better integration between Sales & Customer Support processes in a single system.


CRM Inventory Management allows you to achieve the seamless integration between pre-sales and post-sales activities in a single application. In addition, you can also track procurement of goods or services.


With the CRM - Reports & Dashboards you can easily visualize comparisons, patterns, and trends in CRM data and schedule reports to the specified users including non- CRM users.



Workflow Management automates your sales, marketing and support processes. You can also assign or transfer customer records between users according to a set of predefined rules.


With the CRM enterprise-class security, you can control the access rights of users while working with CRM data and modules. The Role-based security also includes Profiles, Roles, Data Sharing Rules, Field-level security.

With the CRM API, you can extract CRM data in XML or JSON format and develop new applications or integrate with third-party business applications. As the API is independent of programming languages.

Mail add-on for CRM helps you to automatically track the e-mail conversations you've had with your customers. You don't need to CC: anyone or forward your e-mails to a particular address.

With the Plug-in for Microsoft Outlook you can synchronize customer contacts, calendar, tasks and emails with CRM. Where as with Plug-in for Microsoft Office you can create Mail merge documents for customer contacts.


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