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features

Editions features Basic Enterprise Premium
Sales force automation
Lead Management
Manage leads end-to-end
Capture leads directly from your Web site and transfer to CRMSeven
Customize online lead form as per your organization requirements
Import leads from external sources
Create fully customizable lead reports
Export leads to spreadsheet software
Account & Contact Management
Track all accounts and related contacts, opportunities, and other details from a common repository
Specify parent-child relationships between accounts and their subsidiaries or other divisions
Import accounts from external sources
Generate quotes, sales orders, and invoices for the accounts
Track purchase history of the customers and analyze opportunities for up selling and cross selling
Create fully customizable account reports
Export accounts to spreadsheet software
Attach customer-specific documents to accounts for a quick reference in future
Opportunity Management
Track all sales opportunities end-to-end in a sales cycle
Associate opportunities with accounts, contacts, activities, and other
Generate quotes
Create fully customizable opportunity reports
Export opportunities to spreadsheet software
Contact Management
Track all contacts and related opportunities, cases, activities, and other details from a common repository
Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
Import contacts from external sources
Export contacts to spreadsheet software
Calendar and Activity Management
Store all the details of customer meetings and calls in an intuitive calendar
Manage daily tasks of the users to have a streamlined sales process
Reports & Dashboards
Pre-build reports for sales force automation
Reports builder for customized reports
Extended Sales pipeline analysis
Key metrics
Marketing automation
Campaign Management
Track campaign effectiveness based on customer data
Execute personalized mass mailing campaigns for the campaigns
Email Marketing
Mass Mailing
Manage mailing lists based on existing data related to leads, accounts, and contacts
Inventory
Product Management
Manage organization-wide products and services
Import product details from other applications
Create Price Books as per customer segment and associate products with Price Books
Procure products from the selected vendors list
Attach product-specific documents, such as collateral, license agreements, and others
Export product details to spreadsheet software
Customer Support Management
Trouble tickets manangemet
Track all trouble tickets related to customers end-to-end as per organization's customer support process
Create fully customizable list views and reports as per Support person's requirement
Create customer support statistics to help the managers to plan for a better customer support process
Create custom fields as per your organization requirements
Knowledge Base
Manage product-wise Knowledge Base in a centralized location for a better resolution of trouble tickets
Provide public access to the Knowledge Base only after approval
Customer Self Service Portal
Fully customizable and you can deploy without hassles in your Web site
Search Knowledge Base articles before submitting trouble tickets
Notify trouble ticket update to the customers through E-mail
Service contract
Manage customers service contracts and track service requests in light of existing contracts
Services
Email Support
Phone Support
Choice of server location

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Total price of new licenses: €
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