Comprehensive CRM Software Features

Discover all the powerful tools included in our customer relationship management software platform

📊

Advanced Contact Management

Organize and manage your entire customer database with intelligent contact segmentation and dynamic Smart Lists for targeted marketing campaigns.

  • Unlimited contact storage
  • Custom field creation
  • Contact import/export tools
  • Duplicate contact detection
  • Contact activity tracking
🔄

Sales Pipeline Management

Visual pipeline tracking with drag-and-drop functionality to monitor every opportunity from initial contact to closed sale.

  • Customizable sales stages
  • Deal value tracking
  • Probability forecasting
  • Pipeline reporting
  • Task automation
⚡

Marketing Automation

Create sophisticated automated marketing campaigns with email sequences, SMS messaging, and multi-channel customer journeys.

  • Email campaign automation
  • SMS marketing sequences
  • Trigger-based workflows
  • A/B testing capabilities
  • Conversion tracking
📱

Multi-Channel Communication

Engage customers through SMS, email, voice calls, and social media from one unified communication platform.

  • Two-way SMS messaging
  • Email marketing tools
  • Voice call integration
  • Social media management
  • Communication history
📅

Appointment Scheduling

Integrated calendar system with automated booking, reminders, and seamless scheduling for improved customer experience.

  • Online booking pages
  • Calendar integrations
  • Automated reminders
  • Time zone management
  • No-show tracking
💳

Payment Processing

Accept payments directly through your CRM with integrated Stripe processing, invoicing, and subscription management.

  • Secure payment processing
  • Recurring billing
  • Invoice generation
  • Payment tracking
  • Financial reporting
🎯

Lead Generation Tools

Capture more leads with landing pages, forms, surveys, and lead magnets integrated directly into your CRM system.

  • Drag-and-drop page builder
  • Custom form creation
  • Survey and quiz tools
  • Lead capture widgets
  • Conversion optimization
📈

Analytics & Reporting

Comprehensive reporting dashboard with real-time insights, custom reports, and performance tracking across all business activities.

  • Real-time dashboards
  • Custom report builder
  • ROI tracking
  • Performance metrics
  • Export capabilities
🔗

Third-Party Integrations

Connect your favorite business tools with extensive API integrations and pre-built connectors for seamless workflow management.

  • Zapier integration
  • Google Workspace sync
  • Social media platforms
  • Email service providers
  • Custom API access

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