Customer Relationship Management

Track leads with automated distribution (ADSL) and SLA monitoring.

Manage contacts, companies, and their relationships.

Visual Kanban pipeline for tracking deals through stages.

Manage products and services with custom fields.

Create versioned quotes with document snapshots.

Track sales orders with partial fulfillment support.

Manage service execution with tasks, materials, and sign-off.

Track calls, meetings, emails, and tasks on timeline.

Capture leads and data from external web forms.

Self-service portal for customers to view deals, quotes, orders.

Sales, pipeline, lead, and activity reports.