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Potentials

Potentials are the business deals with organizations or people that generate revenue for your organization.

Import Potentials

Create Potentials

Contacts are the people in a company with whom you communicate and interact in pursuit of a business opportunity.

Accounts are companies or department within in a company, with which you make business dealings

Import Account

Create Account

Leads are the individuals or representatives of organizations who show interest in your products or services.

Import Leads

Create Leads

Home

Activities

Activity are a list or register of tasks, events, and calls associated to the CRM records pertaining to different modules.

Accounts

Account are companies or department within in a company, with which you make business dealings.

Contacts

Contact are the people in a company with whom you communicate and interact in pursuit of a business opportunity.

Leads

Lead are the individuals or representatives of organizations who show interest in your products or services.

Cases

Cases are feedback received from the customers on various issues pertaining to the use of your products or services.

Import Case

Create Case

Acitivities

Activities are a list or register of tasks, events, and calls associated to the CRM records pertaining to different modules.

Call

Event

Task

Solutions

Solutions are the resources within the organization that enables solving repetitive problems encountered by customers.

Import Solutions

Create Solutions

Dashboards

Reports

Case and Solution Reports

Campaign Reports

Lead Reports

Potential Reports

Account and Contact Reports

Recently Accessed Reports

Campaigns

Campaigns are marketing process which is planned, executed, distributed and analyzed.

Import Campaign

Create Campaign