CRM, Sales & Lead Management
CRM & Customer Management
A single record of every customer — enquiries, conversations, quotations, orders and support — so nobody has to reconstruct the history before they can act.
- 360° customer timeline across sales, service and accounts
- Contact and company hierarchy management
- Configurable sales pipeline and deal stages
- Activity logging for calls, meetings and emails
- Segmentation, tags and saved views
- Duplicate detection and merge
- Customer and vendor portal access
- Role-based visibility of margins and terms