Bandwidth for up to 1 million contact and company records available on the cloud, accessible from any device.
When emailed through Gmail or Outlook, new contacts are added automatically. Business emails will also
The domain is then run through a database of 20 million+ businesses to automatically add important demographics such as revenue, industry, and other contact details.
Ever wish you could see exactly which prospects visited your website, read your email, or received a sales call all in one place?
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, and you’ll get deeper insights on the content your lead has consumed to personalize your approach accordingly.
Visualize success with deal stages that show where each prospect is in your payroll or HCM sales pipeline.
Stay organized and get the right content to the right people at the right time - no more guessing.
It's been said that relationship building is the new selling.
Make it easy to build better relationships with tools like live chat, team email, messenger bots, plus a universal inbox that your entire team can access from a single dashboard.
Manage and reply to all comments, questions, and concerns — regardless of the channel they came from.
Store contact data, including name, contact history, email information, and much more. Do this for up to 1 million contacts.
In addition to contact data, you can also store extensive amounts of company data.
View all engagements with your brand from a specific contact or company. This can include website visits, email opens, sales calls, collateral downloads, etc.
If you provide our CRM with a company's domain name, our CRM will scan its extensive database for additional information and automatically populate the company record with what it finds.
Once you connect your Gmail or Outlook Inbox, our CRM will log compatible emails in your CRM.
Our CRM has a universal inbox feature that will give your team a shared place to manage and respond to all customer queries, comments and conversations.
Create deals to estimate the potential value of qualified leads. Track the leads through your sales pipeline, as you take them step-by-step through the buyer's journey you've associated with your deal.
Use tasks to assign to-do lists to yourself and your team. Stay organized and document exactly what needs to get done. Don't let anything slip through the cracks.
Ticketing is a help-desk style tool that makes great customer service a breeze. Keep track of customer queries, assign tickets to the relevant departments/team members.