30 days money back Guarantee
free lifetime updates
30 days free support
✔ Digital Product
This is a digital product. No physical product will be shipped.
Download access will be provided after successful payment.
This is a digital product. No physical product will be shipped.
Download access will be provided after successful payment.
Customer Relation Management (CRM)
Out of stock
SKU
CRM
30 days money back Guarantee
free lifetime updates
30 days free support
✔ Digital Product
This is a digital product. No physical product will be shipped.
Download access will be provided after successful payment.
This is a digital product. No physical product will be shipped.
Download access will be provided after successful payment.
Sales
- Accounts
- Activity tracking & history
- Approvals
- Business to Business (B2B) configuration
- Business to Consumer (B2C) configuration
- Competitor tracking
- Contacts
- Contract management
- Customizable sales process
- Document and integrated content library
- Lead capture
- Lead scoring, routing, & assignment
- Opportunity tracking
- Line-item opportunity management
- Product catalog & tracking
- Quote management
- Sales forecasting
- Product-level forecasting
- Sales teams
- Territory management
- Third-party sales methodologies
Marketing
- Campaign dashboardsL
- CampaignsL
- Email marketingL
- Integration with other marketing automationL
- Marketing campaignsL
- Marketing reports
- Mass email
- Newsletter management
- SMS marketing campaigns
- Web to lead capture
Customer Support
- Advanced case escalation and notification
- Bug tracking
- Call center
- Case escalation and queuing
- Case management
- Customer self-service portal
- Customer support email management
- Knowledge base
Reporting
- Advanced charts
- Cognos BI for Sugar
- Custom reports
- Customizable forecasting
- Dashboards
- Dashboards - customizable
- Dashboards - multiple on homepage
- Dashboards - opportunities by lead source
- Dashboards - sales pipeline
- Matrix reports
- Pre-built Reports
- Read-only report access
- Scheduled reports
- SQL reporting
Collaboration
- Activity streams with social media integration
- Custom module activity streams
- Activity management
- Document management and attachments
- Document management in the Cloud
- Dynamic teams
- Employee directory
- Online meetings
- Team notices
- Workflow automation
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