Contacts
- Classified contacts as companies, individuals, customers and suppliers.
- Link individuals to companies and vice versa.
- Add information such as name, surname, phone numbers, email, ID, passport, gender, marital status etc. All of this is configurable.
- Add tags to contacts to classify them and report on them later.
- Search contacts by name, surname, phone number, email.
- Click-to-dial, SMS or email a contact and view full communication history.
Leads/Opportunities
- Import leads through the background importer.
- Assign leads to a sales person and sales team manually or automatically in a round-robin fashion.
- Automatically create new leads from an incoming email.
- Add tags to leads to classify them and report on them later.
- Rate leads and opportunities and reorder them in the sales pipeline.
- Convert leads to opportunities once they are qualified.
- Schedule meetings on opportunities.
- Upload documents to opportunities.
- Add next activities with a description and deadline.
- Mark opportunities as lost and report on the lost reason.
- Mark opportunities as won.
Sales Pipeline
- Customise pipeline stages according to your business process.
- Report on expected revenue per pipeline stage.
- Manage sales teams and round-robin settings.
