Real-Time Sales Pipeline Monitoring
Gain real-time visibility into your sales pipeline, tracking progress and identifying gaps instantly. This enables your team to optimize strategies, spot trends, and make faster decisions that ensure no opportunities are lost.
Predictive Analytics
Use historical data to predict future trends, empowering businesses to act proactively. Predictive analytics enhances decision-making, improves forecasts, and helps allocate resources to maximize outcomes effectively.
Document Management
Centralize customer-related documents to ensure easy access and organization. A robust document management system streamlines workflows, reduces duplication, and minimizes the risks of misplaced files.
Customizable Fields and Layouts
Adapt your CRM with custom fields, forms, and layouts to capture critical business data. Personalization enhances accessibility, improves accuracy, and helps teams manage customer relationships more efficiently.
Task Management
Simplify task allocation and tracking with streamlined workflows and intuitive tools. Assign tasks, set deadlines, and monitor progress to boost team collaboration and overall productivity.
Support for Multiple Products and Regions
Manage sales data for diverse products and geographies within a unified platform. Tailor strategies for different markets while maintaining a high-level overview of performance metrics.
Conditional and Validation Logic
Automate workflows by applying conditional rules and validation protocols. This reduces errors in data entry, accelerates processes, and ensures consistency across your CRM.
Kiosk Studio for No-Code Customization
Easily build new CRM functionalities using drag-and-drop tools in Kiosk Studio. No coding is required, allowing you to create custom solutions that meet your unique business needs.
Localization and Multi-Currency Support
Enable global collaboration with multilingual and multi-currency features. This ensures your team can operate smoothly across regions and cater to diverse client preferences.
Automating Routine Tasks
Eliminate repetitive tasks such as data entry and follow-up reminders by automating them. This frees up your team to focus on high-value activities like closing deals.
Visual App Builder
Design user-friendly CRM interfaces with the Visual App Builder, ensuring the platform aligns with your team’s workflows and requirements.
Unlimited Users
Provide access to an unlimited number of team members, ensuring seamless collaboration and scalability for your growing business.