CRM & ERP Solutions

Stay connected to your customers, improve communication, manage notifications, improve profitability and streamline whole process. Our solutions help you improve relationships with individuals, businesses, users, and colleagues.

GOLD PLAN

  • Contacts & Organizations
  • Pipeline Management
  • Smart Webforms
  • Quote Builder
  • Document Insights
  • Meeting Scheduling
  • Dashboard
  • Calendar & Task management
  • Smart notifications
  • Sales Inbox
  • Make, receive, & record calls
  • Workflow Automation
  • Custom fields
  • Lead Scoring
  • Automatic Lead Assignment
  • Multiple Sales Pipelines
  • Social Media Integration
  • Revenue Forecasts and Quotas
  • Invoicing
  • Payment Tracking
  • Opportunity Revenue Line Items
  • Sales Insights
  • Bulk email credits
  • 2-way email sync (Gmail)
  • Customer Chat (coming soon)
  • Reporting
  • Quote & Deal Approvals
  • Multiple Currencies
  • Cases
  • SLAs
  • Knowledge Base
  • Satisfaction surveys
  • Automated Case Routing
  • Lists
  • Collaboration
  • Auto-fill important fields
  • Multi-channel Engagement
  • Automated Case Assignment
  • Case Response Recommendations
  • Realtime Insights
  • Historic Insights
  • Case Escalation Rules
  • Work Orders
  • Internal Tickets
  • Mobile Field Service App
  • Mass email campaigns
  • Drip Email Campaigns
  • Autoresponder Emails
  • iPhone and Android Apps
  • Integrations
  • Custom modules
  • Dynamic page layouts
  • Webhooks support
  • Customizable record view
  • Granular User permissions
  • 2 Hour Onboarding Session
  • Inventory Management Basics
  • Time Tracking & Billing
  • Subscription Management
  • Project Management
  • Privacy Guard Add-On
  • Inventory Management Add-On

$36

*subscription fees are charged in US dollars