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Follow-ups

  • Track all pending customer follow-ups, and keep your customers happy!

  • Work separately or collaboratively as a team on customer follow-ups, by setting up data-sharing as appropriate.

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Notifications

  • Receive CRM notifications based on your personal preferences.

  • Stay informed about the events that matter to you, such as a change in account ownership, or a newly assigned lead.

Personal Sales Dashboard

  • Easily track daily sales priorities using the 'My Sales' dashboard.

  • Quickly identify follow-ups and deals that require attention.

Information at Your Fingertips

  • Use powerful data filters to find the records you need.

  • Use the standard filters or build your own filters based on any criteria, including searching custom data fields.