CRM

Customer Accounts Management

Enterprise level customer accounts management

Customer Contacts Management

Enterprise level customer contacts management

Case Management

Case Management by account, contact and others for faster decisions making and tracking of issues

Opportunity Management

Opportunity and prospects management for pre-sale activity

Activities Management

Total activities management from calls, meetings, tasks and emails for accounts, contacts and others

Leads Management

Leads management, export/import and lead conversions

CRM Documents Integration and Management

Seamless documents storage, management by account, contact, cases and others.

Notes History Management by Account

Log all notes and list by account

Activities Management by Account

Schedule call meetings, tasks and send email from an account directly

Contacts Management by Account

Manage all the contacts by account in one place

Manage Documents by Account

Add, view, list all documents by account

Manage Cases by Account

Handle, manage cases by account

Notes History management by contact

Log all notes and list by account

Activities management by contact

Schedule call meetings, tasks and send email from an contact directly

Notes History management by Case

Log all notes and list by case

Activities management by Case

Schedule call meetings, tasks and send email from an case directly

Case File Management

Document integration with case, add, edit documents per case.

Activities management by opportunity

Schedule call meetings, tasks and send email from an contact directly

Notes History management by opportunity

Log all notes and list by Opportunity

Activities management by Opportunity

Schedule call meetings, tasks and send email from an Opportunity directly

Opportunity and Document Integration

Document integration with case, add, edit documents by Opportunity

Document Merge with Accounts

Create addressable documents from templates for mail, contracts, etc. by Account

Document Merge with Contacts

Create addressable documents from templates for mail, contracts, etc. by Contact

Export/Import of CRM Accounts

Supports export and import of Accounts in various formats.

Export/Import of CRM Contacts

Supports export and import of Contacts in various formats.

Single Database for the wholeEnterprise

Single CRM database for the whole organization is easier to manage, setup and maintain for security, data integrity, etc.

CaseCon Workflow

Seamlessly add or edit crm contacts from crm case dialog page