Turn one contact into a million opportunities. Track your contacts and organizations for repeat business.
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.
Open and assign tasks, events and calls. Customize your fields and statuses. Get in-dash and email reminders of your important to-dos.
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.
Push lists and create responsive emails with your included Benchmark Email account. Track opens and clicks either in your Benchmark Email account or directly in CRM.
Share data with all users or customize permissions using roles, sharing rules, groups, profiles and field level security.