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 Leads
 Allow you to manage your leads.
Collect leads from your marketing activities such as trade shows, advertisement, presentations etc.
Accounts
Allow you to manage your accounts.
Contacts
Allow you to manage your contacts.
Import and Export
Allow you to import and export leads, accounts, contacts.
Exchange data between your office environment and the CRM system. You may use CRM data with a large variety of other programs locally at your office.
Calendar
Allow you to add events, tasks, ToDos to the calendar.
Set Event Reminders, Repeating Events.
Calendar Sharing.
Sales Potentials
Allow you to manage your sales potentials.
Quotes
Support you in the creation of quotes for potential customers.
Products
Allow you to manage your products.
Sales Orders
Allow you to manage orders you receive from customers.
Purchase Orders
Support you in purchasing goods or services.
Invoices
Support you in creating customer invoices.
Marketing with Campaign
Support your marketing efforts with a Campaign module.
PriceBooks
Give you the opportunity to work with an unlimited number of different price lists.
This is for instance very helpful if your company has different customer types which require a different pricing.
You may use special retail, distribution, end customer price lists or others.
Vendors
Allow you to enter an unlimited number of vendors which provide
goods or services to your company or to your customers.
Such vendors are stored separately and not part of the contacts or accounts lists.
Customized View Lists
Allow you to create/customize your view Lists to your data.
Your view lists can be attached to Key Metrics (explain later).
Key Metrics
The Key Metrics is located at your Home page.
It can give you a comprehensive view of the most important data stored within your CRM system.
This is done by providing a quantitative summary of information selected by your criteria.
List Search
A search function helps you to find a specific entry fast.
Tag Clouds
Tag Clouds are designed to improve the usability of the CRM.
It helps to categorize CRM entries based on an users judgment or rating.
Tag Clouds are based on the assumption that humans tend to pool objects based on subjective or other values.
Such a pooling is in fact a new categorization of data stored at the CRM system.
Send and Receive Emails
Offer a multiplicity of possibilities to include emails in your
work with your customers, co-workers, suppliers and other contacts.
Allow you to send emails to contacts directly from the CRM system.
Transfer received or sent emails from your office environment to the CRM system.
Receive emails at the CRM system from personal mail accounts.
Supports with Trouble Tickets, Help Desk, FAQ, Customer Portal
Allow your customer to submit trouble tickets as enquiry, complaint.
Allow supporting staffs to handle supports with help desks.
Offer you to have a FAQ list. FAQ refer to listed questions and answers.
Use FAQ as a knowledge base to inform your customer about your product,
services or procedures, for your employees to inform about internal business procedures, for your service staff
to discuss procedures for helping customers,.
Reporting and Analysis
Provide you several possibilities for evaluating your data according to
criteria you have selected.
Dashboard - give you a graphical representation of your sales and service data.
Reports - summarize your data stored in the CRM by reports.
You have a set of predefined reports available which you can customize based on your needs.
Office Plugin - Communication Template with Mail Merge
Outlook Plugin - Syncroizing Contacts, Emails, Events/Tasks
Customer Portal
A website to allow your customer to lodge and track trouble tickets, access FAQ.
Role Based Security
Other features:Custom Fields, Picklist Editor, Chat, RSS, My Sites, Notes
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