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Customer Relational Management (CRM) Software

CRM helps streamline sales, marketing and customer support functions in a simple and secure manner. You can productively automate and integrate key business processes and also manage your entire customer interaction more effectively.

Using CRM, you can streamline customer communication channels, organize vital customer data into one secure database, create accurate customer profiles, study behavior patterns, identify preferences, and accordingly provide one-to-one services to maximize client satisfaction and to improve customer retention.

Account & Contact Management

A 360 degree view of your customers information is right there - all in one place.

Email, Appointment & Task

An appointment can be any interaction with colleagues and customers such as a phone call, a meeting, or an email. Based on your related activities, you can create tasks and assign them to yourself or to other users and manage your inbound and outbound emails.

Knowledge Management Software

Knowledge Management is a searchable online repository of information that enables customer service and support staff, to resolve issues faster, to keep customer satisfaction high.

Online Document Management

Upload documents, quotes and contracts for specific accounts and contacts. Set follow-up dates to remind you to follow up on a quote.

Template Library

You can pick from the library of templates to create form letters for individuals and send mass email campaigns and email blasts. The integrated template library eliminates the need to search through folders and stacks of email.