All contact information such as names, contact types, addresses, phone numbers, etc. are stored in a searchable database that teams can retrieve anytime and anywhere.

Automate your repetitive tasks by allowing you to create workflows that trigger actions or send follow-up reminders for the next actions.

Help your team manage the process of converting leads to customers by identifying and scoring leads, developing relationships with prospects and creating targeted contents in each stage of the buyer's journey.

Help your team to create and send proposals and quotes to customers. Automate the approval process to ensure consent and authorization proceed timely.

Allow your team to track sales targets, identify high potential opportunities, understand product performance and obtain real-time information on sales by region, sell-thru rate and sales by rep.

Allow all necessary parties to collaborate and add notes and track interaction history and to document conversations with specific contacts.

Collect, upload, store and share documents in a centralized location, making it easier for everyone involved to access information, and promote a smooth, consistent experience for your customers.

Allow your team to see the full picture of the orders/deals/opportunities your business hopes to sell as well as the progress and status in each stage in the sales funnel.

Generate predictions for future sales based on the progress of the sales opportunities and their probability of closing.