Pipeline Management
With a transparent view of all your sales activities, your sales team can generate instant and accurate forecasts based on revenue and customer demand. Maximize the revenue potential of every lead. Now you can effectively communicate and collaborate, transforming prospects into profitable and lasting customers.

Territory Management
Territories are organized based on geography, industry, product or other customizable criteria. Instantly and automatically route sales activities to the right sales personnel – anytime, anywhere. Easily administer, analyze and change territories.

Reporting
Create point-and-click reports and graphs for on-the-spot analysis and decision-making. Select a wide variety of selection criteria to accurately identify and focus on trends and parameters to assist in decision-making.

Sales Forecasting
Profit from a new level of control and predictability, and plan your operations with confidence.

Account and Contact Management
Identify and recruit new clients, and resell to existing ones.

Document Management

Get access internal product brochures, whitepapers and forms. Attach customer documents to Accounts, Contacts and Opportunities. Manage your documents from a single view.

Quick Call Logging  

Provide internal and outsourced telesales reps with access to segmented contacts and log calls and activities with minimal clicks. Under development is to provide predictive dialing using TAPI enabled modems, Call center capability with CISCO VOIP networks.

Leads Portal for outsourced tele-sales reps or manufacturing reps

Assign, manage and administer leads to outside manufacturing reps, OEMS, distributors and agents without acquiring additional user licenses .

MS Outlook Integration