This is the ultimate payroll CRM platform for your human capital management (HCM) organization to build better relationships, save valuable time, and close more payroll and HR deals.
Bandwidth for up to 1 million contact and company records available on the cloud, accessible from any device.
Through email integrations, new contacts and leads are auto-magically added to your database when emailed, and corporate email addresses associate contacts with new or existing company records.
The domain is then run through a database of 20 million+ businesses to pull in important demographic or firmographic data such as revenue, industry, and other company details.
Ever wish you could see exactly which prospects visited your website, read your email, or received a sales call all in one place? Now you can...
Every prospect interaction and gets stored in their contact records and timelines.
Sync up CRM with our payroll and HCM marketing software and your website to get deeper insights on the content your lead has consumed, emails they've opened, and more, in order to personalize your sales approach.
Visualize success with deal stages that show where each prospect is in your payroll or HCM sales pipeline.
Stay organized by creating tasks or scheduling follow up reminders to ensure you're following up with the right people at the right time.
And use CRM on the go with our mobile app to call payroll prospects, update your deals, and get your sales activity snapshots.
From the first interaction a prospect ever has with you to what hopefully never comes - the last interaction.
Make it easy to build better relationships across your customer life cycle with tools like live chat, team email, messenger bots, plus a universal inbox that your entire team can access.
Manage and reply to prospect and customer comments, questions, and concerns — make sure instead uncovering a last interaction from customer churn, you identify a new upsell opportunity instead.
Store contact data, including name, contact history, email information, and much more for up to 1 million contacts.
Store extensive amounts of company data with auto-populated data from contacts and payroll and HR leads.
Track and view contact engagements with your brand; website visits, email opens, payroll sales calls, collateral downloads, etc.
Leverage leading databases for additional company information that's automatically populating unknown properties with data.
Connect your email inbox, like Gmail or Outlook to automatically log and track emails to contacts and company records.
Leverage a universal inbox as a shared place for your team to manage and respond to tickets, questions, comments, and web chats.
Create deals to track HCM and payroll sales opportunities. Manage pipeline and guide prospects through their buyer's journey.
Use tasks to create to-do lists and stay organized. Document what needs to get done without letting things slip through the cracks.
Keep track of customer issues and assign tickets to team members with this help desk-style tool to make customer service a breeze.