Features

Contact Management

  • Full view of Contact details
  • 360 view of Accounts
  • Lead Management
  • Quickly find info with Global Search

Activity Management

  • Meetings, Tasks, Notes, and Attachments all in one place
  • Roll Up to see activities from related records
  • Latest activities widget, easy view of historical information

Deal Tracking

  • Sales Force Automation
  • Create and Manage Opportunities
  • Track Sales Pipeline
  • Probability of Closure

Gamification

  • CRM Gamification rewards end users
  • Scores & Badges
  • Achievement & Status
  • Proven to improve User Adoption

Reporting

reports

  • Report on virtually any set of records
  • Drag and Drop Filters
  • Customize, save, share Reports
  • Charting includes 3D Bar Graphs, Donut, Pie, etc.

Workflow

workflows

  • Create custom Workflows with drag and drop wizard
  • Trigger email alerts or actions
  • Keeping track of events as they occur
  • Get notified on upcoming or elapsed events

Marketing Automation

marketing automation

  • Create and send Email Marketing campaigns
  • Schedule Autoresponders
  • Build and embed Web Forms that link directly to CRM
  • Manage Campaigns

Product Management

marketing automation

  • Create Product Catalogs
  • Integrate Products with Opportunities, Accounts, Contacts
  • Manage Product Items and quantities

Security

  • Roles
  • Groups
  • Permissions, Rights, Policies
  • Ad-hoc teams

Personalize

  • Custom fields, layouts and labels
  • Custom Dashboards
  • Calculated fields
  • Dependent dropdowns

Internationalization

Developer Friendly

  • Completely Open Source CRM
  • Extensive documentation and Community Support
  • Uses Test Driven Development (TDD)
  • Built on Yii/JQuery
  • Runs on Windows or Linux

Integrations

  • Restful API
  • Google Mapping / Geocode
  • Currency updator4m
  • Email archiving

On The Go

  • Tablet Ready
  • iOS Ready
  • Android Ready