MODULE FEATURES

Keep your business & corporate information updated all across your platform.

Manage your valuable customer contacts centrally with our inbuilt contact management.

Keep information up-to-date about your organizations branch offices.

Keep adding new Office Branches as your business grows.

One common application for multiple groups of companies.

MYOB, Xero, eWay, Reckon One, QuotientApp, MailChimp and QuickBooks integration.

Structure & Organize your company into well defined Departments.

Manage & keep department information up-to-date as your company restructures.

Well-defined teams & user profiles with hierarchy structure.

Keep your teams expanding with easy team building tools.

Detailed information about application user work sessions improving answerability.

Keep track of application usage on user basis.

Add your own statuses to differentiate and filter Leads.

Organize your sales team into groups based on location, equipment, skillset etc.

Add your own custom Job related Statuses for better job segmentation.

Custom document types to identify specific attachments related to jobs.

Define & Manage sources from where leads would be generated & later use them for customer reporting.

Create intelligent questionnaires to capture vital customer information right at the time of Lead generation.