Features
Keep your business within sight with our extensive intelligence tools.
CRM Dashboards
Instant snapshots that keeps you up to date with your sales and support activities.
Lead Management
Manage leads, accounts, vendors and contacts. Organize and track detailed information about each of them.
Full Collaboration
Global viewer allows you to view data across the organization. Work on leads, account, opportunities and cases in a collaborative environment.
Follow Up Activities
Manage and assign follow-up activities for your contacts within your organization. Link calendar reminders with Google Calendar and mobile devices.
Inventory Management
Track inventory of products or services, handles up to four price levels, re-order forcasts, allocated inventory, and much more.
Quoting & Invoicing
Create quotes and invoices for your customers with custom layouts. Quickly email your quotes and invoices as an attachment with one click.
Email Marketing
With integrated email marketing, you can easily filter and launch effective marketing campaigns. Track open rates, bounces, opt-out and more.
Drip Marketing
Create pre-defined emails that will be sent out individually at set intervals to help you automate your communication with leads and customers.
Email Templates
Use one of our pre-designed email templates or create your own with our easy to use WYSIWYG editor. Personalize your emails with text-merged data.
Private Messaging
Instantly communicate with members of your organization within your CRM. See who's online, chat and share documents in an instant.
Social Intranet
Intra-company social wall for sharing and publishing internal messages. Keep your company socially communicated while staying private.
Knowledge Base
Build your company knowledge base with full WYSIWYG editor and intelligent search tool. Reduce staff training time with published procedures.
Document Storage
Store and share documents within your company. Track documents independently by lead, account, vendor, opportunity or support case.
Reports
Extensive list of pre-defined reports for each module. Need a specific report? No problem. We can help you create the peferct report for your requirements.
ERP Integration
With CRMBOOST Enterprise's library of API's, we can help you integrate your CRM with your ERP solutions. Create portals for clients and vendors that link to your CRM.
Customer Portals
Create portals on your company website for clients and vendors. We can create custom solutions to provide instant information through your web portal when your customers need it.
Mobile Platform
Does your company need a mobile app solution? We can build you the perfect iOS and Android app that interacts with your CRM. Harness the power of mobility and push notifications.
Quickbooks Sync
Seamlessly sync customers, vendors and inventory with Quickbooks. No exporting or double entry required. Create sales orders from CRM into QB for quick invoicing and track invoices in CRM.
Ready To Work With Us?
Contact us to talk more about your project and requirements.