iCRM Features

LEADS MANAGEMENT
  • Better qualify leads before they are added to your contacts database and more easily import lead lists.
  • Track and log all point-of-sales prospect interactions such as sales calls, emails, meetings and other calendar entries.
  • View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.
OPPORTUNITIES / PIPELINE MANAGEMENT
  • Analyze sales trends, project revenue over any period of time, and better manage the entire sales cycle.
  • Encourage collaborative selling by triggering notifications/ to-dos at critical steps of a process.
  • Identify missed steps that may have caused poor sales.
  • Handle requirements for different vertical markets.
  • Create activity or call reports; pull sales or support data in a few clicks.
ACCOUNT / CONTACT MANAGEMENT
  • Capture and share client and contact information within company.
  • Get a complete view of all interactions with a client or contacts.
  • Communicate with clients and contacts on an ongoing basis.
  • Gain complete client level security.
ACTIVITIES
  • Track and log all points of customer interaction such as sales calls, emails, meetings and other calendar entries.
  • Gain a central hub of activities by linking to other databases.
  • View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.
  • Strengthen departmental collaboration with group calendar sharing.
INTEGRATION WITH OTHER APPLICATIONS
  • Gmail add-on for full Gmail integration.
  • Outlook plugin for full Outlook integration.
  • Lotus Notes plugin for full Notes Mail integration.
  • Complete QuickBooks integration for recurring revenue transactions.
  • JIRA integration for support ticket tracking.
  • InsideView API integration to access InsideView’s Targeting Intelligence via APIs.
  • MailChimp Integration for email marketing.

CLOUD BASED AUTOMATIC DATA CONVERSION

  • From Salesforce.com
  • From Microsoft Dynamics CRM
  • From Zoho CRM
  • From Quicbooks
  • Or from a spreadsheet
  • Sign up and convert your data immediately

LIBRARY

  • Fully integrated document library allows you to securely share documents company-wide.
  • Track and store electronic documents with easy-to manage version control and access restrictions.
  • Quickly index and archive documents.
  • Generate Microsoft Word documents and other materials using custom templates.
  • Easily view the history of all documents created.

EVENTS

  • Automate the planning and tracking of all aspects of corporate events.
  • Effortlessly send invitations using personal and public mailing lists.
  • Maintain attendance lists; establish processes and assign and manage tasks.
  • Generate and track personalized mass correspondence via print or e-mail.

CUSTOMER SERVICE TICKETS

  • Use call tracking, automatic escalation, automatic e-mail notifications, and assignment pools by expertise to effectively tackle customer needs.
  • Track incidents and complaints to better serve customers and maximize customer retention.
  • Track calls, assign pools, and receive set up notification workflow with Help Desk.
  • Generate reports for analysis.

PRODUCTS

  • Easily store price, recurring revenue and other product or service information on the products and services your business provides.
  • Pull product/service/recurring revenue information through to view in Opportunities and quotes.
  • Keep up to date with graphical reports on most popular items.

MOBILE ACCESS

  • Complete mobile capabilities for iOS and Android.

RECURRING REVENUE TRACKING AND MANAGEMENT