Sales and Customer Relationship Management (CRM)

Sales and Opportunity Management

Track all sales opportunities and lead activities throughout the sales cycle, from the first contact to deal closing.

Marketing Campaign Management

Create, manage, and analyze marketing activities to turn prospects into customers and grow sales and profitability.

Customer Management

Store all critical customer data in one place, with dashboard views for all relevant information.

Service Management

Craft and manage warranty contracts and service agreements efficiently and enter and respond to service calls quickly.

Reporting and Analysis

Create detailed reports on every aspect of the sales process, including sales forecasting, pipeline tracking, and lead metrics using time-saving report templates.

Mobile Sales

Empower your entire sales organization to manage up-to-date information and close deals on the move anytime, anywhere from any mobile device.

Customer Portal

Provide a web-based, two-way portal for your customers to access account, order, payment, and service/support information.

E-commerce and EDI Integration

Bring in sales orders and customer data from all channels and enable a connected omnichannel experience across mobile, online, and brick-and-mortar channels.

Microsoft Outlook Integration

Synchronize and manage customer contacts and email quotes and invoices with full Microsoft Outlook integration.

Salesforce Integration

Integrate data bi-directionally with Salesforce or your preferred CRM system.