Multiple Sales Channels

 Set up and use an unlimited number of sales connected channels in Leads, Accounts, Opportunities. (If applicable: Cases, ERP/Inventory)

Leads

 Support for Leads, Lead creation, tracking, Lead promotion and unlimited Lead stages.

Contacts

 Support for Contacts, Contacts Management, and assignment to entities.

Accounts

 Support for Accounts, Account creation, tracking, and unlimited Account stages.

Opportunities

 Support for Opportunities (1:N Accounts to Opportunities), Opportunity creation, tracking, and unlimited Opportunity stages.

Forecasting / Reforecasting

 Line-of-Sight planning based on Opportunity funnel and automated financial forecasting. Changes tracked in real time to reforecast.

Activity Tracking

 Automated tracking of activity for CRM entities in real time. Logs, Emails, Notes, and more tracked in context for all entities, modules.

Logging

 User-initiated tracking of Meetings, Calls, Visits and more with support for attachments.

Tasks

Calendar

Import / Export Leads

Custom Templates

Custom Views

Custom Stages

Email Integration

Notifications

Sales Orders

Estimates

Invoices

Customer Returns

Inventory Products

Non-Inventory Products

Service Products

Bundle / Assembly Products

Kitting

Template / Mass Sales Order

Serial Number, Lot, Expiration, Revision Tracking

Asset Management

Images Assignment

Barcode Assignment / Tracking

Product Variants

Product Categories

Units of Measure

Pick, Pack, Ship

Print Pick, Pack Slips

Shipping Carrier / Service Integration

At-a-Glance Fulfillability

Backordering / Order Splitting

Payment Terms

Shipping Methods

Shipping Terms

Sales Rep Mapping

Multi-Currency

Price Books

Custom Templates

Unlimited Channels

Real-Time Inventory Tracking

Inventory Item History

Warehouse Management

Per-Warehouse Fulfillment

Stock Management

Aisle, Rack, Level, Bin Systems

Inventory Transfers

Inventory Adjustments

Vendor Management

Purchase Orders

Purchase Order Tracking

Inventory Receipt / Check-In

Vendor Returns

Bills

Unlimited Territories

Per-User Territory Assignment

Per-Account Territory Assignment

Routes Support

Unlimited Routes

Custom Templates

Distance Tracking

Google Maps Integration

Check-In, Check-Out for Stops / Visits

Administrative Reporting for Visits

Questionnaire Support for Visits

Custom Questionnaire Creation

Questionnaire Response Aggregation and Reporting

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

Chart of Accounts

Unlimited Cost Centers

Product and Asset Routing

Cost and Liability Routing

Real-Time Inputs from Sales / Commerce Activity

Grouping of Cost Centers

Group, Balance, Action Sorting

Transactional Detail Drill-Down

Advanced Transaction Filtering

Activity Logging for Individual Accounts

Unlimited Cases

Create, Edit, Manage Cases

Custom Stages

At-a-Glance Status Reporting

Import, Export Cases

Unlimited Channels

Associations, Categories

Custom Templates

Attachments per Case

Assignment of Users

Assignment of User Groups

Upload, Store, File Documents

Create New Folders

Share, Download Documents

Edit, Delete Documents

CRM (28)

Field Management and Goal-Tracking (15)

Inventory (14)

Finance (6)

Login and Device Statistics (4)

Email-to-Lead

Email-to-Case

Lead Scoring

Saved Search

Global Search

Dashboarding

Company-Wide Stream

Configurations (All Supported Modules)

Notifications and Messaging

Profile-Specific Settings

Company-Specific Settings

User and Role Management

System Settings

Integrations Setup

Integration with eCommerce Front End (Custom)