Customer Relationship Management
Features Related to the CRM Module:
- Contact Management
- Sales Team and Customer Opportunity Management
- Lead Management for determining high-quality leads
- Reports and Dashboards
- Customizable Home Screen and Layouts
- Sales Analytics
- Sales Forecasting
- Sales Collaboration
- Email Client Integration, e.g. Outlook and Gmail
- Workflow and Approvals
- Territory Management
- Sales Data Management
- Sales Performance Management
- Support automation and management
- Product Level Quotes
- Role-based Views
- Campaign Management
- ERP integration
- Case Management / Customer Satisfacation
