CRM
Centralize all your data in one place and get deep insights into your community so you can understand engagement and improve your outreach.
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Customer Profile Synchronization
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.
CRM 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 CRM Features
- Centralized Data
- Unlimited Storage
- Lead Management
- Account Management
- Contact Management
- Multi-Currency Opportunity Tracking
- Task Management
- Activity Timeline
- Event Tracking
- Membership Tracking
- Sponsorship Tracking
- Committee Tracking
- Standard Reports
- Approve Records
- Web to Contact Profile Form
- Data Import
- Export Module Data
- User Profiles
- Custom Roles & Permissions
- Cross-Module Synchronization
- Tags and Filters
- Document Uploads
- Unlimited Custom Fields
- Quick Reference Dashboard
- Website Integration
- Email integration
- Company Profiles
- Individual Contact Profiles
- Inactive Contacts Management
- Contact Import
- Speaker History
- Events Attended
- Robust API