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Add Value to your Client Engagements

Provide a seamless customer experience across marketing, sales, and customer support, that increases engagement, wins more deals, and fosters brand loyalty.
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360 degree view of all your business information in one place.

One solution, to efficiently handle all your business processes. Everything you need to build a great customer experience.
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Centralised Interface

See a complete history of each contact in one centralised place

The system automatically logs emails, phone calls, notes, deals, and other records related to each contact, making client management and reference effortless.

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Collaborate

Share deal-related documents that you can collaborate on in the browser
 
Share marketing, sales and other documents with built-in collaboration tools that let you collaborate directly on documents with contacts, while tracking all these engagements.
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Email

Reach out instantly, with one-click emailing and calling

Ready to engage? Place a recorded call or start an email from any contact’s record in just a click. With emails, you can start from scratch or work from a pre-built template that fills in relevant contact information. Then, attach a doc or file from the document management system. Afterward, see a contact’s communication history right inside their record.

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Diaries

Schedule appointments effortlessly
 
Do away with the back-and-forth emails that usually accompany appointment scheduling. Just share a link to your appointment page to let your contacts choose a time from the space available on your calendar.
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Document

Build and send quotes, convert them to invoices, and request payments in just clicks

Create a quote in just a few clicks. If it has a discount that needs management approval, the system automates the entire approval process down to just a few seconds. Once approved, send the quote to the customer. And if they accept the quote, convert it to an emailable invoice that’s synced with the accounting system.

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Reports & Analytics

Share Make sure you always have a finger on the pulse
 
The system can automatically build and deliver scheduled pre-built insights or custom reports to employees and managers via email.

Detailed Tasks and Calendar Events

Tasks and events are linked to the contact’s record so that their information is just a click away. Calendar events are also synchronized with Google, Outlook, and other calendars.

Record Creation & Updates

Save time by letting the system automatically update contacts and deals whenever programmable by a rule.

Lead Management

Convert your website visitors to CRM Leads. Identify the potential lead & assign them to your sales reps. Make the necessary touch-points & grab the opportunity.

Spend more time nurturing customers. Automate everything else.

Know Your Contacts Better

With an actionable 360-degree historical view into every engagement they've ever had with you.

The system shows you a complete history of your relationship with leads and customers. In their contact record you’ll find their personal information, notes you’ve written, and emails and calls you’ve exchanged with them. And if you’ve attached a file, sent them a quote, or engaged with them in any other way, you’ll find it there too, so that you can learn about them faster and take action sooner.

Know when to act with idle contact, activity, and other notifications

The system ensures that you’re always in the know with on-screen, SMS, or email alerts that notify you if a contact becomes active, idle, or meets various other conditions. Do this for contacts assigned to you or your team, or select individual contacts to receive notifications for.

One-Click Contact

Reach out instantly, with one-click emailing and calling

Ready to engage? Place a recorded call or start an email from any contact’s record in just a click. With emails, you can start from scratch or work from a pre-built template that fills in relevant contact information. Then, attach a doc or file from the document management system. Afterward, see a contact’s communication history right inside their record.

Reports & Analytics

The system automatically builds and delivers scheduled pre-built insights or custom reports to employees and managers via email.

Email Messaging

Nurture contacts with the right message at the right time, with event-based, or time-based drip campaigns and autoresponders email delivery.

Document

Build and send quotes, convert them to invoices, and request payments in just clicks

Quote Approvals

Accelerate quote approvals with an automated process. The system detects when an approval is required, notifies the right approvers for the scenario, and simplifies how they approve.

Internal Notifications

Get notified automatically whenever a contact or deal you follow is updated, or when certain conditions are met like high value deals reaching the closed state.

Data Capture

Always work with the most up-to-date, complete picture of every contact, with automatic email, phone call, chat, and other record capture.

Breathe new life into customer-facing documents

Centralise, share, collaborate on, track, and optimise documents. Additionally, integrate with Box, Dropbox, and Google Drive for more free space.

Store, search, and share your documents from inside your CRM

Help sales and marketing get important information to prospects and customers faster by uploading often used presentations and whitepapers to the system. From there, salespeople can search for them using any document metadata, or share them with customers in one click.

Share documents in a click from the email composer

In one click you can upload a document, or to share a link to a document in the document library. Document links let recipients view the document in the tracked document viewer.

Collaborate privately through the document viewer

Exchange messages right on the document viewer. Need to involve someone else? Invite them using the share button. CRM users receive in-CRM notifications of new comments, while other contacts receive email notifications. This keeps everyone in the loop driving deals forward.

See real-time, page-level, and to the second document engagement metrics

See how every contact engages – in real time, at the page level, and to the second, with every document that you share with them, to help guide your next sales conversation.