Key Features

Standard Contact or Entity Centred Views 360 Degree View of Customer transactions and activities   Leads and Prospect Management Track & Manage Leads Track & Manage Prospects Convert Leads to Prospects or Customers & Opportunities   Calendar and Activity Management Calendar Views for Meetings, To-dos, Calls, Call Backs Activities can be marked as private so other users can see you busy but cannot see what you are doing. Schedule a Meeting With Multiple People & Multiple Resources       Case Management Case Management & Escalation Case Dashboard Service Level Agreements   Opportunity Management Opportunity Management & User Defined Stages Opportunities Linked to a Quote or Multiple Quotes Opportunity Values based on Quoted Revenue or Margin Opportunity Dashboard Auto completion of Opportunity when Quote converted to an Order Competitor Tracking   Quote Management Quotes use Stock & Text Items Quotes use Customer Special Pricing Quotes convert to Orders   Target List Target Lists Link to Customers (Default Contact) or All Contacts Target Lists based on All fields in the database including custom fields created by users Target Lists based on Sales History Quick Email, Fax, Call List, Mail Merge Feature from Target Lists       Marketing Campaigns and Wave Management Marketing Campaigns & Management Marketing Campaign Waves for Email, Fax, Call List, Mail merge using Target Lists Outbound Call Management & User Interface   Emails and Fax Management Integrated Email & Fax Client (all incoming / outgoing emails/faxes are attached to contact activities automatically). Emails/Faxes can be marked as Private to not appear in activity lists  Email Dashboard / Fax Dashboard Email Composer & Designer   Other Fully Featured Integrated Word Processor Company Documents & Memo Centre Business Intelligence Dashboards

View Screenshots

CRM Workflow Dashboard	CRM Calendar Dashboard view1	CRM Calendar Dashboard view2
CRM Case Dashboard	CRM Opportunity Dashboard	CRM Mail Dashboard
CRM Fax Dashboard	CRM Document Management Dashboard	CRM Report
CRM Business Intelligence Dashboard	CRM Lead	CRM Convert Lead
CRM Prospect	CRM Activity Meeting view1	CRM Activity Meeting view2

CRM Opportunity	CRM Opportunity Transaction	CRM Target List
CRM Campaign	CRM Campaign Wave	CRM Campaign Wave Target
CRM Service Level Agreement	CRM Preferences