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Features 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.
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Features Sales:
Calendars
Leads & Contacts
Organizations
Deal tracking
Forecasting
Team management
Follow-up reminders
Click-to-call
Quotes
Marketing:
Web-to-lead forms
Campaign management
Email marketing
Autoresponders
Customer service:
Case management
SLAs with Business Hours
Knowledge base
Customer portal
Service contracts
Other:
Collaboration
Workflow automation
Projects
Payments and tracking
Inventory
Documents
Quotes
Invoices
Sales orders
Product and service tracking
Subscription management
Reporting & analytics
20+ Integrations
iPhone, Android, iPad apps
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suitable For
Freelancers
Startups
Agencies
SMBs
Enterprises
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suitable For
Freelancers
Startups
Agencies
SMBs
Enterprises
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Languages
English
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Languages
English
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Integrates With
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Integrates With
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Pricing
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Pricing
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