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Key Features of Customer Relationship Management software:
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Manage leads end-to-end. (from creating the leads to converting them into
opportunities)
Import leads from external sources, such as web downloads, trade shows,
seminars, direct mail and other types of campaigns
Qualify leads to next stage based on information captured in lead details
Convert leads into sales opportunities, accounts, and contacts with a
single-click
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Track all sales opportunities end-to-end in a sales cycle
Associate opportunities with accounts, contacts, and activities
View Opportunity sales pipeline for a visual representation of your sales
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Track all accounts and related contacts, opportunities, activities and other
details from a single interface
Import accounts from external sources
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Track all contacts and related opportunities, activities and other details from
a single interface
Import accounts from external sources
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Track and store all activities executed while tracking leads, contacts,
accounts and opportunities
Manage all daily tasks with todo list
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Create Campaigns and send mass mailings.
Webforms automatically integrate into your website to generate leads.
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Create credit card and ach check transactions for contacts and accounts
Track transactions to an opportunity or a product
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