Unveiling the Key Features of CRM.
Explore the essential functionalities that drive efficiency, enhance customer engagement, and propel business growth within CRM systems.
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Roles management
Effortlessly control employee roles, restrict tasks, and manage activities. Ensure data security with limited access to prevent leaks and breaches.
![](https://cdn.prod.website-files.com/63931f27b61a6c35e5e1d263/66025b7a328fe5bc984ff2a1_Frame%203045.svg)
Campaigns management
Effortlessly manage marketing campaigns, analytics, and schedules in one platform, with integrated social media functions for seamless task execution.
![](https://cdn.prod.website-files.com/63931f27b61a6c35e5e1d263/66025b7b1f0943e4ca9be8b3_Frame%203045-2.svg)
Analytics
Gain valuable insights into past sales campaigns with this CRM feature. Enhance marketing strategies through thorough analysis for improved results.
![](https://cdn.prod.website-files.com/63931f27b61a6c35e5e1d263/66025b7b353929331e4c4b0c_Frame%203045-3.svg)
Contact management
Essential for 94% of users, our CRM's contact management boosts marketing with categorized contacts and easy personalization for effective engagement.
![](https://cdn.prod.website-files.com/63931f27b61a6c35e5e1d263/66025b7b9c65ab38222a67a6_Frame%203045-4.svg)
Customizations
Tailor your CRM to fit your business perfectly—customize dashboard, analytics, extensions, plugins, and more for personalized efficiency and functionality.
![](https://cdn.prod.website-files.com/63931f27b61a6c35e5e1d263/66025b7c23227235a20a82b3_Frame%203046.svg)
Leads Managements
Categorize leads easily with customer management. Improve follow-ups and tailor marketing strategies for effective lead nurturing.
![](https://cdn.prod.website-files.com/63931f27b61a6c35e5e1d263/66025b7b042feeb92392a023_Frame%203045-5.svg)
Third party integration
Save time and money by seamlessly integrating third-party tools with your CRM, like Podio, which supports website, Calendly, DocuSign, MailChimp, and more.
![](https://cdn.prod.website-files.com/63931f27b61a6c35e5e1d263/66025b7c8175f431a4053c02_Frame%203045-6.svg)
Project management
Effortlessly track project progress, manage meetings, events, and sales documents in one place. Stay on top with real-time alerts for deadlines and events.
![](https://cdn.prod.website-files.com/63931f27b61a6c35e5e1d263/66025b7cc6196bab90ff419f_Frame%203045-7.svg)
Customers management
CRM delivers precise customer logs for events, website visits, and purchases. It automates communication tracking from lead to sale for efficient reference.
![](https://cdn.prod.website-files.com/63931f27b61a6c35e5e1d263/66025b7c893908db90be14dc_Frame%203045-8.svg)
Automation
CRM automates tasks with custom rules, ensuring swift actions triggered by events like form submissions—streamlining communication effortlessly.