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Basic CRM

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Basic CRM

Get Organized & improve opereational output with Basic CRM tools.
  • Contact Management
  • Privacy
  • Categorigaton
  • 360 View
  • relationship Mapping
  • Label & Envelop
  • Notes & comments
  • Task Management
  • Dynamic Activity & Sub Activity
  • Priority
  • Task Templates
  • Task Followers
  • Copy Task
  • Task End Date
  • Task Followup
  • Product Management
  • Privacy
  • Categorigaton
  • Product Transaction Tracking
  • Product ALias
  • Product Gallery
  • Vendors Mapping
  • Marketing Material
 
  • Appointment Management
  • Google Calendar Intrigration
  • Dynamic Category
  • Dynamic Statu
  • Dynamic Types
  • Calendar Views & Time Management
  • Document Management
  • Appoval Workflow
  • Folder Management
  • Privacy
  • Version Management
  • Notes
  • Log
  • Electronic Reminders
  • Emails&SMS
  • Re-occuring Reminders
  • Categorization &Search
  • relationship Mapping
 
  • Timesheet
  • Employee Time Tracking
  • Type Wise Tracking
  • Contact Wise Tracking
  • Date Wise Tracking
  • Charges Calculation
  • Daily Analysis
  • Auto Reporting Via Email
  • Numeric & Detail Analysis
  • Individual & Company Wise Selection
  • Dynamic Date Selection
  • Contact Wise Daily Reporting
  • Outgoing Email & SMS Integration
  • IMAP ( Email)
  • SMS Gupshup (SMS)
 
  • Dashboard & Gadgets
  • Personalise Dashboard
  • Multiple Dashboard
  • 50 + Gadgets
  • Contact, Product & Document Custom fields
  • Custom Form Creation
  • Grouping
  • Field Validation
  • Dynamic Search On Custom Fields
  • Document Templates
  • Use A Friendly Editor
  • Contact Product Variables
  • Product Mapping & Report Generation

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