CRM

Streamline your sales/marketing teams, improve efficiency and optimize your sales process.
Contact Management
  • segment contacts in groups
  • assign contacts to organizations
  • add notes to contacts, categorize and assign actions to them
Memberships
  • assign contacts to memberships based on user defined action
Campaigns
  • create campaign and keep track of the success rate
  • setup a schedule for these campaigns
Opportunities
  • quantifying the opportunities
  • through scoring identify customers that are most likely to convert
Scoring / Tracking
  • self-defined scores for various portal events
  • i. e. keep track of viewing a story, product or downloading a document
Reports and Dashboards
  • keep track of the marketing/sales performance in your portal using self-defined dashboards
tracking

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