crm
Contact centric for
every function
every function
The whole system revolves around your contacts. Sales history is stored for each contact, and you can start your quotes from the contact screen as well.
Google map integration
for quick location
for quick location
Meeting your business contacts is a vital part
of your success. Pull up your contact, click 1
single button and you are on the go.
Simplified categories
for quick access
for quick access
Organize your contacts and sort by type or other
dimension. Once a person turns into a lead, it’s just
one click to convert.
Import/Export
contacts in seconds!
contacts in seconds!
After sign up, you can load your contacts on the
welcome screen (or later). Contacts can be loaded from Gmail or a standard Excel file.
other quick facts…
- Choose between card and list view of your contacts
- Associate Deals, Quotes, Invoices, Notes, etc.
- Change Deal status with a single click
- Create and assign Tasks
- Get email notifications for your tasks
- Color coded Lead, Company, Person and Vendor
- Create private notes for anything and everything
- Organize your data by customer zone, branch type, potential and more

photo credit stjames-conroe.org