Global Search

Dashboarding

Campaigns

Email-to-Lead

Email-to-Case

Saved Search

Workflow

GenAI Chatbot & Advanced Assistant

Distance Tracking

Check-In, Check-Out for Stops / Visits

Unlimited Routes

Per-Account Territory Assignment

Per-User Territory Assignment

Unlimited Territories

Google Maps Integration

Custom Questionnaire Creation

Questionnaire Support for Visits

Routes Support

Custom Templates

Create, View, Update Tasks

For Me, By Me, All Filtering

Group Assignments

Reminders (Email, Messages)

Upload, Store, File Documents

Create New Folder

Share, Download Documents

Edit, Delete Documents

Contacts

Accounts

Document Management

Forecasting / Reforecasting

Activity Tracking

Logging

Tasks

Import / Export

Custom Views

Email Integration

Notifications

Leads

Lead Scoring

Opportunities

Opportunity Scoring

Custom Templates

GenAI Email Compose, Reply, Sentiment Analysis

Custom Stages

FSM

Lead Reports

Accouns Reports

Cases Reports

Opportunity Reports

Login & Statistics Reports

Inventory Products

Service Products

Images Assignment

Barcode Assignment / Tracking

Product Variants

Product Categories

Estimates

Custom Templates

Payment Terms

Non-Inventory Products

Bundle / Assembly Products

Kit Products

Price Books

Custom Stages

Create, Edit, Manage Cases

At-a-Glance Status Reporting

Import, Export Cases

Unlimited Channels

Associations, Categories

Attachments per Case

Assignment of Users

Assignment of User Groups

Single Account Case Channel

Multi-Type Case Channels

Multi-Account Case Channel

Unlimited Goals / Quotas

Forecast / Reforecast Goals / Quotas

Set Sales, Non-Sales, Activity-Based Goals

Time-Based Goal Tracking

Goal Definition by Territory

Goal Definition by Person

Advanced Goal Reporting and Filtering