Client Relationship Management - CRM

Easily and quickly track Leads, Customer Accounts and Contacts, Deals and keep track of activities such as tasks, meetings, phone calls, emails and more.

Performing the right actions at key stages of your sales process is crucial. A CRM comes with pre-defined actions like sending emails, scheduling tasks, and updating fields that let you automate different sales routines, either instantly, or at a later date. You can also define your own custom actions to meet your specific business requirements, like sending personalized SMS notifications to your customers when their orders have been confirmed, dispatched or delivered.

Save more time with automation

• Automate every aspect of your business and cut out time-intensive, repetitive tasks

• Streamline your lead nurturing process and make the most of every incoming lead

• Trigger instant actions, stay on top of activities, and follow up better with workflows

Automate post-email activities

Automate follow-up activities in your inbox to speed up your sales process and improve your team's productivity. Automatically create new contacts when you receive emails from new addresses, and notify your team whenever you reach out to prospects.

You can call in a webhook or even update a field automatically, notify the sender if an email has been opened or clicked or even send notifications or follow-ups based on the status of an email.

A CRM allows you to automate your email activities so your team can stay focused on selling.