CRM helps businesses manage customer interactions, boost sales, track leads, and improve customer relationships efficiently.
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CRM is a powerful Customer Relationship Management system that helps businesses manage customers, leads, projects, sales, support, invoices, contracts, and more—all from one unified platform.
Customer Management – Customers, Contacts, Portal Access
Sales & Finance – Invoices, Estimates, Recurring Invoices/Expenses, Proposals, Online Payments
Projects & Tasks – Projects, Milestones, Tasks, Recurring Tasks, Time Tracking
Leads & Marketing – Leads, Web-to-Lead Forms, Goals Tracking, Surveys, Email Templates
Support & Collaboration – Tickets, Departments, Knowledge Base, Events, Company Newsfeed
Customization & Security – Custom Fields, Staff Roles & Permissions, Theme Styling, Encryption, Backups
Reports & Analytics – Sales Reports, Expense Reports, Lead Conversion, Activity Logs
Categories:
Operational CRM – Automates sales, marketing, and service.
Analytical CRM – Provides insights from customer data.
Collaborative CRM – Improves communication across departments.
Key Features:
Contact & lead management
Sales pipeline tracking
Customer support & ticketing
Marketing automation
Task & activity scheduling
Reporting & analytics
Integration with email, phone, and social media
