Keep all the contacts a company works with in one place. Add individual descriptions. Determine a contact type using a 3-degree slider.
Assign responsibilities and track work activity. Set categories for your tasks and get a full overview of coming duties at a glance.
Organize and analyze communication with clients. Control sales pipeline, determine deals' success probability, budget and estimated deal due date.
Upload, create and save documents, spreadsheets or presentations in a corresponding opportunity or case. Share files with the authorized users.
Control the information your team can see. Restrict the access from one to several users for every contact, opportunity or case.
Adjust to your corporate needs opportunity stages and contact types. Add special user fields with extra information. Edit tasks categories.
Associate every contact with a particular opportunity or a case. Sort all the information assigning tags to items.