Powerful Cusomer Relationship Mangement : Flexible Calendaring and Events. Automatic Address Book. Insightly Notes, Evernotes. Lightning Fast Search. Custom Fields and Filters. File Sharing. Web to Contact. Tags, Notification, and Following. Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects). Mass Email Contacts with MailChimp Integration . Integrated Project Managment : Create Milestones, Pipelines and Tasks for Projects. Get Automatic Email Reminders. Specify Roles for Contacts. Track All Email Correspondence. View Completed Tasks and Events by Project. Include Any Files Associated with the Project. View Task and Event Reports.

Agent Desktop is a Presentation Layer tailored specifically to the unique demands of a call center. This presentation layer, optimized for an agent workflow, can connect to both back-end data sources as well as to the applications residing on the desktop. The Agent Desktop supports almost any API, including Web Services, REST, XML, JSON, RMI, and JDBC.