Modern User Interface

An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.

Mobile

Sell on the road with our mobile user interface, working even if you don't have an internet connection.

Reduce data entry

Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.

Leads Nurturing

Create campaigns to automatically send emails tailored to the lead segment and activities of the lead

Lead Scoring

Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules. Decide which total score deserves to be converted into an opportunity

Import Leads

Easily import prospects files with column matching tool.

Online Acquisition

Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimization tool, SEA, form builders, etc

Deduplication

Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.

Assignation Rules

Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.

Activities and calls management.

Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.

Pipeline management

Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organize the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. Lost ratio per stage.

Plan Next Actions

Plan next actions and schedule your daily work based on most important opportunities and tasks.

Log Calls.

Log calls or trigger VoIP calls in just a few clicks and proposes to automatically reschedule the next action after the call.

Lost reasons.

Analyze lost reasons on your opportunities to improve your sales effectiveness.

Schedule Meetings

Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.

Customize stages

Customize your pipeline by adding description on stages.