Customer Relationship Management
Comprehensive CRM solution for customer data management, sales tracking, and relationship building
📊 Dashboard
Real-time CRM performance overview with key metrics, sales statistics, and visual analytics for quick decision-making and performance monitoring.
📈 Analytics
Advanced customer behavior analysis, sales insights, trend forecasting, and data-driven recommendations for strategic planning.
📋 Reports
Comprehensive sales and performance reports with customizable templates, automated generation, and export capabilities for stakeholders.
👥 Contacts
Complete contact management system with detailed profiles, interaction history, segmentation, and communication preferences tracking.
🏢 Companies
Corporate account and relationship tracking with organizational hierarchies, decision-maker mapping, and account health monitoring.
📱 Activity Tracker
Monitor all customer interactions including calls, emails, meetings, and touchpoints with automated logging and timeline views.
🎯 Lead Pipeline
Visual sales funnel management with drag-and-drop functionality, stage progression tracking, and conversion optimization tools.
🔔 Notifications
Real-time alerts and updates for important events, deal changes, customer activities, and system notifications with customizable settings.
⏰ Reminders
Automated follow-up scheduling with smart reminders, task management, and calendar integration for timely customer engagement.
✅ Compliances
Regulatory and policy adherence with GDPR compliance, data protection measures, audit trails, and security protocols.