Platform Capabilities

Requirement	Description
Custom Fields	The solution allows for creating custom fields to collect specific information from entities such as leads, contacts, or opportunities.
Custom Layouts	The solution allows customizing page layouts of various CRM records like leads, opportunities, accounts, contacts, products, etc.
Custom Views and Filters	The solution allows building customized views and then using advanced filter options to filter CRM records.
Follow-up Reminders	The solution allows setting reminders to follow-up with prospects or generating automated email messages to be sent out at a scheduled time.
Multi-Language	The solution supports multiple languages and provides language packs to change the language of the user interface in the CRM application.
Notes	The solution allows adding text or audio notes to the records (leads, contacts, accounts, deals, etc.) that help summarize observations on customer and prospect interactions.
Approval Rules	The solution allows setting up and automating the approval process for business requests, including deal discount approvals, travel and expense reports, contracts review, document approvals, etc.
Predefined Workflow Templates	The solution provides templates to set common sales actions instantly or schedule them at a later date.
Validation Rules	The solution permits to set validation rules with condition checks across multiple criteria to prevent inaccurate data from entering the CRM. It can include an error message to display when the user inputs an invalid value.
Workflow Rules	The solution allows setting custom workflows for automating processes that do not require any user interaction. It automatically triggers those actions when predefined, specified conditions are met.
Portal Permissions	The solution offers password protection and allows setting different access permissions (read, write, edit, comment) for vendor and partner portal users.
Vendor Portal	The solution provides access to vendors via a dedicated vendor portal. It gives vendors a consolidated view of all the orders that they are associated with and can leave comments if there are any changes to the order.