Turn one contact into a million opportunities. Track your contacts and organizations for repeat business. Create Leads and convert them to opportunities, along with their closing probabilities and dollar amounts. Share the details with other team members all in an easy to use Mobile friendly format.
Open and assign tasks, events and calls. Customize your fields and statuses. Get in-dash and email reminders of your important to-dos. Automate calls and emails based on website signup forms and more. Integrate with popular email marketing services like Benchmarkemail, MailChimp, Constant Contact and more for automated list syncronizing.
Create and send formatted emails right from the CRM. Contact and lead replies come right back to you in the CRM. Answer your replies from your own email inbox, it’s all tracked in the CRM. Also, import and synchronize lists from popular email marketing services like: Benchmarkemail, Constant Contact, MailChimp, Icontact, Campaign Monitor.
All of your campaign data from your Benchmark Email marketing account flows into your CRM. Synchronize lists on Benchmark Email so that they automatically update with new information in your CRM for quick action.
Run the gamut in automation from creating lead, contact and support ticket capture forms to email notifications, record assignments, task creation and data updates.
Share data with all users or customize permissions using roles, sharing rules, groups, profiles and field level security.
Offer zen-like support with true support tickets. Solve tickets faster with outbound messages, incoming replies, and internal notes all in the same message thread. Very simple basic interface for managing your support needs.