Efficiently capture leads from various sources and track their progress through the sales funnel.

Automatically assign leads to sales representatives and monitor their progress.

Maintain a centralized database of customer contacts with detailed information, including communication history and preferences.

Segment contacts based on demographics, behavior, or other criteria for targeted marketing campaigns.

Track sales opportunities through the sales pipeline, monitoring their status, stage, probability, and expected close date.

Set reminders and follow-up tasks to nurture opportunities and advance them through the pipeline.

Create professional-looking quotes and proposals directly within the CRM, customized based on customer requirements and pricing structures.

Monitor quote status and revisions, easily converting accepted quotes into sales orders.

Generate accurate sales forecasts based on historical data and current pipeline status.

Analyze sales trends, conversion rates, and win/loss ratios to predict future revenue.

Manage post-sales support requests with an integrated ticketing system, automatically creating tickets for customer inquiries, issues, or service requests.

Assign tickets to appropriate support agents and track resolution progress.

Provide a knowledge base or FAQ section for customers to find answers to common questions.

Enable customers to submit support tickets and track their status through a self-service portal.

Generate comprehensive reports on sales performance, pipeline metrics, and ticket resolution times.

Monitor key performance indicators (KPIs) such as conversion rates, customer satisfaction scores, and ticket backlog.

Automate tasks such as email follow-ups, appointment scheduling, and lead scoring to improve efficiency.

Use workflow automation to streamline processes and trigger automated actions based on predefined criteria, such as sending follow-up emails after demos.