Get Organized & improve opereational output with Basic CRM tools.
Basic CRM
Contact Management
- Privacy
- Categorigaton
- 360 View
- relationship Mapping
- Label & Envelop
- Notes & comments
Task Management
- Dynamic Activity & Sub Activity
- Priority
- Task Templates
- Task Followers
- Copy Task
- Task End Date
- Task Followup
Product Management
- Privacy
- Categorigaton
- Product Transaction Tracking
- Product ALias
- Product Gallery
- Vendors Mapping
- Marketing Material
Appointment Management
- Google Calendar Intrigration
- Dynamic Category
- Dynamic Statu
- Dynamic Types
- Calendar Views & Time Management
Document Management
- Appoval Workflow
- Folder Management
- Privacy
- Version Management
- Notes
- Log
Electronic Reminders
- Emails&SMS
- Re-occuring Reminders
- Categorization &Search
- relationship Mapping
Timesheet
- Employee Time Tracking
- Type Wise Tracking
- Contact Wise Tracking
- Date Wise Tracking
- Charges Calculation
Daily Analysis
- Auto Reporting Via Email
- Numeric & Detail Analysis
- Individual & Company Wise Selection
- Dynamic Date Selection
- Contact Wise Daily Reporting
Outgoing Email & SMS Integration
- IMAP ( Email)
- SMS Gupshup (SMS)
Dashboard & Gadgets
- Personalise Dashboard
- Multiple Dashboard
- 50 + Gadgets
Contact, Product & Document Custom fields
- Custom Form Creation
- Grouping
- Field Validation
- Dynamic Search On Custom Fields
Document Templates
- Use A Friendly Editor
- Contact Product Variables
- Product Mapping & Report Generation
