Document Management

Document Repository

The solution provides a centralized repository to store documents, attachments, and sales collateral that can be accessed based on the appropriate role within the organization.

Document Sharing

The solution allows sharing a file with internal and external users by generating an encrypted link and sending it through email or chat.

File Attachments

The solution enables attaching files to various CRM records like leads, accounts, contacts, deals, products, etc.

Version History

The solution automatically saves multiple versions of the documents based on their revision history.

Goals Management

The solution allows defining objectives and setting sales targets for a specific user or team with a particular time period to track the progress against goals.

Target Achievement

The solution allows for setting targets based on various KPIs, and then visualize how far it is to achieve the company's objectives. It is possible to set company-wide sales targets, team targets, or based on individual sales representatives.

Sales Campaigns

The solution enables creating targeted sales campaigns of various types like email, telephonic, referrals, advertisement, webinars, social media, etc. It also allows for analyzing the effectiveness of the campaign using reports and campaign statistics.

Sales Forecasting

The solution offers a real-time comparative view of assigned sales targets, achieved revenue, and revenue forecast. It provides insights into sales performance through data drill-down and filtering by the sales representative, team, product, territory, or organization. The revenue forecast for future sales is offered in best-case, likely, and worst-case scenarios based on the different stages of the pipeline's opportunities.

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.

Workflow Automation

Predefined Workflow Templates

The solution provides templates to set common sales actions instantly or schedule them at a later date.

Workflow Automation

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 Automation

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.

Workflow Automation

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.

Future