Visualize deals across stages, forecast sales, track conversions, and improve closure rates with actionable insights.
Capture, qualify, and nurture leads through multi-channel inputs. Manage opportunities with value, probability, and timelines.
Maintain complete customer profiles, interactions, preferences, contracts, and linked transactions.
Handle service agreements, renewal cycles, pricing models, and contract performance with automated reminders.
Record customer interactions, emails, calls, meetings, and use centralized communication logs for effective follow-up.
Run targeted campaigns, segment audiences, track responses, and automate multi-channel marketing initiatives.
Plan service visits, schedule preventive tasks, and track warranty claims with linked equipment and customer history.