Plan and manage your sales process.
Organize schedules, appointments, contacts and create proper to-do lists.
Enhance sales productivity by automating the sales process.
Automate and simplify your sales process.
Manage and track customer info, support cases, invoices, tasks, projects, and events.
Work with your SFDC database right from your Excel spreadsheet.
Track accounts, contacts, leads, meetings, compelling events, phone calls, and notes.
Send SMS and e-mails to your policy holders.
Create and manage clients/deals/estimates/sales orders, manage tasks and schedule appointments.
Validate customer passport, driver license, and ID card identity within seconds via camera, scanner, or file verification.
Change your Outlook e-mail client into a CRM system with contacts, deals, projects, and marketing.
Manage deals, contacts, and appointments with calling and print campaigns.
