Unveiling the Key Features of CRM.
Explore the essential functionalities that drive efficiency, enhance customer engagement, and propel business growth within CRM systems.
Roles management
Effortlessly control employee roles, restrict tasks, and manage activities. Ensure data security with limited access to prevent leaks and breaches.
Campaigns management
Effortlessly manage marketing campaigns, analytics, and schedules in one platform, with integrated social media functions for seamless task execution.
Analytics
Gain valuable insights into past sales campaigns with this CRM feature. Enhance marketing strategies through thorough analysis for improved results.
Contact management
Essential for 94% of users, our CRM's contact management boosts marketing with categorized contacts and easy personalization for effective engagement.
Customizations
Tailor your CRM to fit your business perfectly—customize dashboard, analytics, extensions, plugins, and more for personalized efficiency and functionality.
Leads Managements
Categorize leads easily with customer management. Improve follow-ups and tailor marketing strategies for effective lead nurturing.
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.
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.
Customers management
CRM delivers precise customer logs for events, website visits, and purchases. It automates communication tracking from lead to sale for efficient reference.
Automation
CRM automates tasks with custom rules, ensuring swift actions triggered by events like form submissions—streamlining communication effortlessly.
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