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
- Report on virtually any set of records
- Drag and Drop Filters
- Customize, save, share Reports
- Charting includes 3D Bar Graphs, Donut, Pie, etc.
Workflow
- 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
- Create and send Email Marketing campaigns
- Schedule Autoresponders
- Build and embed Web Forms that link directly to CRM
- Manage Campaigns
Product Management
- 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
- Language Packs
- Real Time Currency Conversion
- Multiple Timezone support
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