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
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| Account Management |
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| 20 custom Fields |
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| Standard Account Hierarchy |
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| Margining account |
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| Mass transfer and delete account |
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| One test email notification on account creation |
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| Contact Management |
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| 10 Custom Fields |
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| Mass Import |
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| Update Features |
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| Leads Management |
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| 20 Custom Fields |
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| Lead conversation |
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| Lead Status |
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| Lead Scoring |
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| One Web to Lead Form |
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| Opportunity Management |
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| Custom 15 Fields |
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| 1 Sales Process |
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| 1 text email notification on closed/won opp. |
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| 1 text email notification on closed/ lost |
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| Opportunity Line Item |
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| 5 Custom Fields |
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| Discount |
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| Quantity |
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| Product Management |
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| 5 Custom Fields |
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| Active/Inactive Features |
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| Product Family |
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| Product Price |
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| 5 Custom Fields |
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| Manage Product Pricing |
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| Quote Management |
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| 5 Custom Fields |
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| 1 PDF quote template with company branding |
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| Dashboards & Reports |
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| 10 Custom reports |
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| 2 dashboards |
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| Chatter |
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| to share or follow any items |
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| Task Management |
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| Feature to add any tasks with account |
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| Contact and opportunity |
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| Visit Management
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| Visit Planning |
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| Check In/Check Out |
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| Expense Management/Sheet |
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| Attendance |
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| Advance Weekly Plan |
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| Daily Plan |
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| Adoc Activity |
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| Approval of Plan |
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