Features
Track Leads - With our intelligent lead-tracking technology, take notes on a call or schedule a time to call back.
Book Appointments - New customers can schedule online or over the phone.
Send Proposals - Impress your clients with sleek, custom, proposals.
Sign Contracts - Ditch the paperwork and sign contracts electronically.
Schedule Jobs - Keep your business on schedule with our built-in job scheduler.
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Features
Sales Force Automation.
Customer Support & Service.
Marketing Automation.
Order Fulfillment.
Renewals / Upsell / Cross-sell Management.
Commission Management.
Customer Self-Service.
Partner Relationship Management.
Ecommerce.
Dashboards, Analytics and Reporting.
Integration with Microsoft Office & Outlook
Sales Forecasting
Billing and Invoicing
PSA: Resource Mgt, Time & Expense, Projects
Marketing Lead Source, ROI, Revenue by Lead Source Reporting
Email Marketing, Target List Segmentation and Creation
Web Forms
Customization Platform
Workflow Management
Accounting Integration
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