Unveiling the Key Features of CRM.
Explore the essential functionalities that drive efficiency, enhance customer engagement, and propel business growth within CRM systems.
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Roles management
Effortlessly control employee roles, restrict tasks, and manage activities. Ensure data security with limited access to prevent leaks and breaches.
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Campaigns management
Effortlessly manage marketing campaigns, analytics, and schedules in one platform, with integrated social media functions for seamless task execution.
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Analytics
Gain valuable insights into past sales campaigns with this CRM feature. Enhance marketing strategies through thorough analysis for improved results.
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Contact management
Essential for 94% of users, our CRM's contact management boosts marketing with categorized contacts and easy personalization for effective engagement.
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Customizations
Tailor your CRM to fit your business perfectly—customize dashboard, analytics, extensions, plugins, and more for personalized efficiency and functionality.
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Leads Managements
Categorize leads easily with customer management. Improve follow-ups and tailor marketing strategies for effective lead nurturing.
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Third party integration
Save time and money by seamlessly integrating third-party tools with your CRM, like Podio, which supports website, Calendly, DocuSign, MailChimp, and more.
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Project management
Effortlessly track project progress, manage meetings, events, and sales documents in one place. Stay on top with real-time alerts for deadlines and events.
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Customers management
CRM delivers precise customer logs for events, website visits, and purchases. It automates communication tracking from lead to sale for efficient reference.
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Automation
CRM automates tasks with custom rules, ensuring swift actions triggered by events like form submissions—streamlining communication effortlessly.