Platform for the customers who are looking to automate the entire sales process from prospecting to
closing to relationship nurturing in their organisation at a cost effective way in a minimum
Timeline.
Choose a Best fit For you
|
|
|
|
Account Management |
|
|
|
20 custom Fields |
|
|
|
Standard Account Hierarchy |
|
|
|
Margining account |
|
|
|
Mass transfer and delete account |
|
|
|
One test email notification on account creation |
|
|
|
|
Contact Management |
|
|
|
10 Custom Fields |
|
|
|
Mass Import |
|
|
|
Update Features |
|
|
|
|
Leads Management |
|
|
|
20 Custom Fields |
|
|
|
Lead conversation |
|
|
|
Lead Status |
|
|
|
Lead Scoring |
|
|
|
One Web to Lead Form |
|
|
|
|
Opportunity Management |
|
|
|
Custom 15 Fields |
|
|
|
1 Sales Process |
|
|
|
1 text email notification on closed/won opp. |
|
|
|
1 text email notification on closed/ lost |
|
|
|
Opportunity Line Item |
|
|
|
|
5 Custom Fields |
|
|
|
Discount |
|
|
|
Quantity |
|
|
|
|
Product Management |
|
|
|
5 Custom Fields |
|
|
|
Active/Inactive Features |
|
|
|
Product Family |
|
|
|
Product Price |
|
|
|
5 Custom Fields |
|
|
|
Manage Product Pricing |
|
|
|
|
|
Quote Management |
|
|
|
5 Custom Fields |
|
|
|
1 PDF quote template with company branding |
|
|
|
|
Dashboards & Reports |
|
|
|
10 Custom reports |
|
|
|
2 dashboards |
|
|
|
|
Chatter |
|
|
|
to share or follow any items |
|
|
|
|
Task Management |
|
|
|
Feature to add any tasks with account |
|
|
|
Contact and opportunity |
|
|
|
|
Visit Management
| |
|
|
Visit Planning |
|
|
|
Check In/Check Out |
|
|
|
Expense Management/Sheet |
|
|
|
Attendance |
|
|
|
|
Advance Weekly Plan |
|
|
|
Daily Plan |
|
|
|
|
Adoc Activity |
|
|
|
Approval of Plan |
|
|
|
|