Contact Management

• Organize and store customer contact information.
• Track interactions and communication history with customers.

Lead Management

• Capture and manage leads through the sales pipeline.
• Assign and prioritize leads to sales representatives.

Opportunity Management

• Track potential sales opportunities and deals.
• Monitor the progress of opportunities through the sales stages.

Sales Automation

• Automate repetitive sales tasks, such as data entry and follow-up emails.
• Schedule appointments and reminders.

Pipeline Management

• Visualize and manage the sales pipeline.
• Monitor the status of deals and identify bottlenecks.

Email Integration

• Integrate with email systems to centralize communication.
• Track and log emails within the CRM.

Reporting and Analytics

• Generate reports on sales performance, customer interactions, and other metrics.
• Analyze data to make informed business decisions.

Customer Service and Support

• Manage customer inquiries and support tickets.
• Provide a platform for customer issue resolution.

Social Media Integration

• Monitor and engage with customers on social media platforms.
• Capture social media interactions in the CRM.

Marketing Automation Integration

• Integrate with marketing automation tools for seamless marketing and sales alignment.
• Track the effectiveness of marketing campaigns.

Mobile Accessibility

• Access CRM data and functionality on mobile devices.
• Stay connected and productive while on the go.

Workflow Automation

• Create and automate workflows to streamline business processes.
• Ensure consistent and efficient task execution.

Document Management

• Store and manage documents related to customers, deals, and interactions.
• Facilitate collaboration among team members.

Integration with Third-Party Apps

• Connect with other business tools and applications.
• Enhance the CRM's functionality by integrating with existing systems.

Security and User Permissions

• Ensure data security through role-based access controls.
• Define user permissions based on roles and responsibilities.

Customer Segmentation

• Segment customers based on various criteria for targeted marketing and communication.

Feedback and Survey Tools

• Collect customer feedback and conduct surveys.
• Use insights to improve products and services.

Calendar and Task Management

• Schedule appointments, meetings, and follow-up tasks.
• Keep track of important dates and deadlines.

Customer Portals

• Provide customers with self-service portals to access information and support.

AI and Machine Learning Features

• Utilize AI for predictive analytics, lead scoring, and personalized recommendations.