Keep all contact information and activity tracking up-to-date and centralized in one place. Individual and company data is seamlessly integrated and accessible across the platform and mobile apps.
Sales Opportunity Workflow
Drive revenue with features designed to help you close more deals. All team members can simultaneously track and manage opportunities through each stage of the sales process.
Smart Lists & Advanced Search
Easily search and save contacts into segmented lists so you can use the information across the cloud platform. Activate your data to unify your client communications strategy and stay in touch with everyone critical to your organization’s growth.
Contacts Task Manager
Leverage every sales opportunity by assigning tasks to team members. Efficiently follow up on every lead with tracking tools based on individual or company contact profiles.
All Contacts Features
Multi-Currency Opportunity Tracking
Web to Contact Profile Form
Export Module Data
Custom Roles & Permissions
Tags and Filters
Unlimited Custom Fields
Quick Reference Dashboard
Individual Contact Profiles
Inactive Contacts Management
Explore the modules of our all-in-one management solutions