Customer Data Management (CDM)
-
Contact Management Centralized contact records with full interaction history, custom fields, and relationship tracking -
Account Management Manage company-level accounts with linked contacts, deals, activities, and documents -
Customer Profiles Unified customer profiles combining contacts, accounts, deals, and history -
Contact Segmentation Segment contacts using filters, tags, and custom attributes -
Activity History Complete timeline of emails, calls, tasks, and updates per record
Sales Management
-
Lead Management Capture, qualify, assign, and track leads through customizable sales pipelines -
Territory Management Assign territories by rules to balance sales ownership and regional responsibility -
Contract Management Create, manage, approve, and store contracts with workflow-based controls -
Order Management Track sales orders linked to deals, pricing rules, approvals, and fulfillment stages -
Quote Management CPQ-driven quote creation with dynamic pricing, discounts, and proposal automation -
Sales Forecasting Forecast revenue using pipeline data, deal stages, and expected close dates -
Deal Management Track deals with stages, values, probabilities, and automated task triggers -
Sales Automation Automates tasks, approvals, follow-ups, and deal progression workflows -
Workflow Automation and Management Visual workflow builder for approvals, triggers, and business rules -
Opportunity & Pipeline Management Visual pipelines with deal stages, probabilities, and automation
Reporting & Analytics
-
Real Time Analytics Live dashboards display pipeline status, KPIs, and sales metrics instantly -
Custom Dashboards Fully customizable dashboards with widgets and KPIs -
Sales Performance Reports Detailed reports on reps, pipelines, conversion rates, and revenue -
Customer Insights Actionable insights derived from CRM data and activity patterns -
Forecasting & Trends Historical trend analysis based on pipeline and revenue data -
Performance Tracking Track individual, team, and company-level sales performance -
Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making. -
Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.