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  1. Home
  2. Products
  3. CRM - Sales & Marketing
  4. Features
  • Add, edit, view and delete lead contacts
  • Import/export contacts
  • Filter contacts
  • Add, edit, view and delete leads
  • Import/export contacts leads
  • Filter leads
  • Add/edit information to leads (notes, attachments, emails and campaigns)
  • Define pipeline status for leads
  • Add, edit, view and delete tasks
  • Import/export tasks
  • Filter tasks
  • Add, edit, view and delete activities
  • Import/export contacts activities
  • Filter activities
  • Add, edit, view and delete calls
  • Import/export calls
  • Filter calls
  • Add, edit, view and delete salesperson
  • Import/export salesperson
  • Filter salesperson
  • Assign role, status, leads, campaigns, tasks, activities
  • Add, edit, view and delete campaign
  • Import/export campaign
  • Filter campaigns
  • Add leads to a campaign
  • Add marketing documents, products or other attachments to a campaign
  • Add phone call, email, appointment or newsletter to a campaign
  • Automate and schedule campaign workflow
  • Create, edit, view and delete emails, phone scripts, newsletter or other attachments
  • Filter emails, phone scripts, newsletter or other attachments
  • Track, analyse and monitor campaign performance (ROI)
  • Configure data sharing settings
  • Configure email settings and rules
  • Add social media links
  • Set and configure chat systems
  • Create, edit, view, filter and delete reports
  • Create, edit, view, filter and delete dashboards
  • Create, edit, view, filter and delete products
  • Create, edit, view, filter and delete pipelines
  • Create, edit, view, filter and delete deals
  • Manage document uploading and sharing
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