CRM

CRM as flexible as your business is

A Customer Relationship Management (CRM) system that is as flexible as a business needs it to be is designed to adapt seamlessly to the unique requirements and growth of any organization.
Such a CRM offers customizable features, scalable solutions, and integration capabilities with various tools and platforms. It empowers businesses to manage customer interactions, track sales, and analyze data efficiently, all while evolving with the company's changing needs.
This flexibility ensures that businesses can maintain strong customer relationships, improve operational efficiency, and drive sustainable growth.

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Ready to Run / Configurable Modules

Proposal

Proposal page for information entry and Proposal approval information. An Approval Process is configured for quick approval and can be configured, along with the page, as needed.

Opportunities

The Opportunities page allows for quick access to existing opportunities, with an easy view of Stage, Source and other information. As with other pages, fully configurable to meet exact needs.

Contacts

Configurable Contacts page for adding and managing contact information related to an Account. Data can also come from any external source, such as an application, database or an ERP system.

Accounts

Accounts page controls the account(s) that are linked to Proposals, Contacts, and Opportunities. Fully configurable, can be updated from external sources and can be exported.

Visual Builders

The App Composer streamlines all the app components into one single view. In addition, the Quick Navigation bar makes it easy to switch between app components quickly.

Integrated Process Design and Mapping

The upgraded Process Builder is integrated seamlessly with process configuration (participant, activity, and tool
mapping) within the Process Builder itself, thus improving the usability of the builder.

Card View and List Templates

The List Builder enables developers to design and present lists of data visually. The developers also have the choice to display the lists using a contemporary, adjustable card layout.

Powerful Features and much more

Page Component Composer

The Page Component Composer allows developers to customize individual pages with more user view elements to provide greater flexibility and improve the UX.

Powerful Property Editor

The Property Editor is designed to boost productivity. It can now be expanded or docked and style elements without coding. The Property Editor also comes with searchable properties.

Application Dependency Checks

The new App Composer will be able to highly detect missing plugin dependencies to prevent unintended app configurations.

Customer Relationship Management