Customizable CRM

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What Do I Get with My Subscription?

14 Days Free Trial

  • Insights
  • Automation
Plan/FeatureProductivity + InsightsAutomation
Sales Force Automation
Lead Management
Contact Management
Accounts
Deal Management
Tasks, Appointments and Notes
Filters
Custom Views
Smartforms for web to lead capture
Search
Adding and Sharing Files
Sales Pipeline
Conversation View
Notifications
Custom Fields
Workflows×
Lead assignment Rules
Account Hierarchy
Advanced CRM customization

Data Administration
Record limits
Storages
Data Import
Data Export
Migration from other CRM’s

Email Automation
2 way email sync
Email integration via IMAP
Bulk emails
Email templates
Email Tracking
Real-time email alerts
Email scheduling
Custom SMTP

Security Administration
Record Scope
Role-based access
Territory Management

Analytics
Standard Reports
Custom Reports
Sales activity reports
Sales velocity reports
Sales forecasting report
Sales trendline reports
Reports dashboard

Integrations
API access
Zapier
Freshdesk
Google Apps
Email to lead

Mobile
CompanyHub for iOS
CompanyHub for Android

Quotation Module
Multiple Products×
Pricelists×
Quotation templates×
Sales Order×

Automation
Drag n Drop automation×
Automated alerts×
Automated Emails×
Automated notifications×
Automated analysis×
Automated actions×
Bulk actions×
Bulk changes×
Custom validations×
Custom Actions×
Custom business logic×
Automated record creation×
Automated field updation×
Recycle bin to recover recently deleted records×

Organize your sales today

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