Key Features

• Access Controls/Permissions
• Activity Dashboard
• Activity Tracking
• Alerts/Notifications
• API
• Approval Process Control
• Approval Workflow
• Automated Quoting
• Bills of Material
• Calendar Management
• Campaign Management
• Cataloging/Categorization
• Client Portal
• Collaboration Tools
• Configurable Workflow
• Configuration Management
• Contact Database
• Contact Management
• Content Library
• Content Management
• Contract/License Management
• CRM
• Customer Database
• Customer History
• Customizable Branding
• Customizable Fields
• Customizable Reports
• Customizable Templates
• Data Import/Export
• Data Synchronization
• Data Visualization
• Digital Signature
• Discount Management
• Document Management
• Document Review
• Document Storage
• Document Templates
• Drag & Drop
• Electronic Signature
• Email Management
• Email Templates
• ERP
• For Customer Use
• For Internal Use
• For Sales Teams/Organizations
• Guided Selling
• Knowledge Base Management
• Lead Management
• Lead Qualification
• Multi-Currency
• Multi-Language
• Online Catalog
• Opportunity Management
• Order Entry
• Order Management
• Order Processing
• Pipeline Management
• Presentation Tools
• Price / Margin Management
• Price and Cost Calculations
• Pricing and Cost Calculations
• Pricing Management
• Product Catalog
• Product Configurator
• Proposal Generation
• Proposal Management
• Quotes/Estimates
• Real Time Data
• Real Time Notifications
• Real Time Reporting
• Real-time Product Visualizations
• Real-time Updates
• Reminders
• Renewal Management
• Reporting & Statistics
• Rule-based Configuration
• Sales Activity Management
• Sales Automation
• Sales Forecasting
• Sales Onboarding & Training
• Sales Orders
• Sales Reports
• Sales Trend Analysis
• Self Service Portal
• Task Management
• Task Scheduling
• Template Management
• Third Party Integrations
• Training Management