Complete Online Demo with sample data.
Bird-eye view of your portal. It is completely customizable, meaning that you can add dashlets
that important to your day-to-day activities. All major modules have relevant dashboards that can be
added to your home page.
- Personalized dashboards
- Summary Information
- Task & Reminders
- General Activities
Share contact information with other employees in your organization. The system automatically tracks
activities for the customer (a new ticket, closed opportunity, etc.) or you can attach your own
activities. Throught the usage of data domains, you can limit certain contacts from public access
and create custom data domain.
- Shared customer information
- Flexible data domains
- Import/Export of contacts
Capture leads from your website or an email, track progress on opportunities and create quotes. Assign
people to follow up on leads and maximize your revenue.
- Capture leads from different sources (email, website)
- Assign leads to sales people
- Add and track opportunities
- Conver opportunities to projects
Keep track of billable activities. Do not miss project due dates and things that need to get done. Collaborate
with other employee and track progress on your progects and see what projects were more profitable.
- Activities tracking for each participant
- Milestones tracking
- Collaborate with other people involved
Manage customer requests in one place and keep track of what gets done and who gets most work completed.
Minimize your expanses and maximize customer satisfaction.
- Capture tickets from email or website
- Automatically assign tickets to technicians
- Categorize tickets
- Completion Reports
Generate and send invoices, manager recurring invoicing. Track business and employee expanses. Create invoices
from a closed opportunity, project or help desk activities.
- Invoice Tracking
- Price Books
- Recurring Invoices
- Email Invoices
- Receive Online Payments
- Track Expanses
Schedule company wide or personal events and invite other employees to participate. Keep track of important
events and be ready for them ahead of time.
- Track customer events
- Share events with multipal participants
- Manage multiple calendars
Share documents, presentation, marketing materials, logos with other employees online. Easy upload/download of
files from any computer connected to the Internet. Do not loose your important documents, images, presentations, etc.
- Online Document sharing
- Flexible access rights
- Multi-flash uploads