Sale CRM Features

Sales Force Automation

FEATURE
AVAILABILITY
Leads
Yes
Accounts
Yes
Contacts
Yes
Potentials
Yes
Sales Forecasting
Yes
Document Management
Yes
Activities ­ Tasks
Yes
Reminders
Yes
Multiple Currencies
Yes

Marketing Automation

FEATURE
AVAILABILITY
Marketing Campaigns
Yes
Custom Email Templates
Unlimited
Email Opt out
Yes
Schedule Mass Email
Yes

Inventory Management

FEATURE
AVAILABILITY
Products
Yes
Price Books
Yes
Quotes
Yes
Sales Orders
Yes
Invoices
Yes
Vendors
Yes
Purchase Orders
Yes

CRM Analytics

FEATURE
AVAILABILITY
Standard Reports
Yes
Custom Reports
Yes
Standard Dashboards
Yes
Potentials
Yes
Custom Dashboards
Yes

Data Administration

FEATURE
AVAILABILITY
File Storage
Unlimited
No. of Records / Leads
Unlimited

Product Customization

FEATURE
AVAILABILITY
Organize Tabs
Yes
Rename Tabs
Yes
Email Address Duplication Check
Yes
Standard List Views
Yes
Custom List Views
Yes
Customize Search Layout
Yes
Custom Fields (Includes all types of fields)
Unlimited
Multi Language Support
Yes
Set your Time Zone
Yes

Email Marketing Campaigns

FEATURE
AVAILABILITY
Pre­designed Newsletter Templates
Yes
Template Layouts
Yes
Template Library
Yes
Mailing List Management
Yes
Contact Management
Unlimited
Create Mailing Lists
Yes
Segmentation of Mailing Lists
Yes
Mailing Lists Email Summary
Yes

Email Marketing

FEATURE
AVAILABILITY
Schedule Email Campaigns
Yes
Customize Email Header & Footer
Yes
Email Opened & Unopened Recipients
Yes
Compare Email Campaigns
Yes
Custom Coupon Email Campaigns
Yes
Ecommerce Email campaigns
Yes
Send Test Emails
Yes
Email Campaign Reports
Yes

Customer Support Channels

FEATURE
AVAILABILITY
Customer Portal
Yes
Telephony
Yes
Live Chat
Yes
Domain Mapping – Rebranding
Yes

Reports & Dashboards

FEATURE
AVAILABILITY
Custom Reports
Yes
Standard & Custom Dashboards
Yes
Export Reports to CSV, XLS or PDF
Yes
Scheduled Reports
Yes

Analytics

FEATURE
AVAILABILITY
View results in real time
Yes
Download reports & charts
Yes
Customize reports
Unlimited
Create cross­tab reports
Unlimited
Export responses in Excel
Yes
Create filters
Unlimited
Share reports
Unlimited
Send pre­set values to your CRM report
Yes
Analyze trends
Yes

Project Management and Collaboration

FEATURE
AVAILABILITY
No of Projects
Unlimited
Storage Space
Unlimited
Task Management
Yes
Document Sharing
Yes
Calendar
Yes
Time Tracking
Yes
Sub Tasks
Yes
Recurrence & Reminders
Yes