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CRM

Centralize all your data in one place and get deep insights into your community so you can understand engagement and improve your outreach.

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CRM

Customer Profile Synchronization

Keep all contact information and activity tracking up-to-date and centralized in one place. Individual and company data is seamlessly integrated and accessible across the platform and mobile apps.

Customer Profile Synchronization

Sales Opportunity Workflow

Drive revenue with features designed to help you close more deals. All team members can simultaneously track and manage opportunities through each stage of the sales process.

Sales Opportunity Workflow

Smart Lists & Advanced Search

Easily search and save contacts into segmented lists so you can use the information across the cloud platform. Activate your data to unify your client communications strategy and stay in touch with everyone critical to your organization’s growth.

Smart Lists & Advanced Search

CRM Task Manager

Leverage every sales opportunity by assigning tasks to team members. Efficiently follow up on every lead with tracking tools based on individual or company contact profiles.

CRM Task Manager

All CRM Features

  • Centralized Data
  • Unlimited Storage
  • Lead Management
  • Account Management
  • Contact Management
  • Multi-Currency Opportunity Tracking
  • Task Management
  • Contact Timeline
  • Event Tracking
  • Membership Tracking
  • Sponsorship Tracking
  • Committee Tracking
  • Standard Reports
  • Approve Records
  • Web to Contact Profile Form
  • Data Import
  • Export Module Data
  • User Profiles
  • Custom Roles & Permissions
  • Cross-Module Synchronization
  • Tags and Filters
  • Document Uploads
  • Unlimited Custom Fields
  • Quick Reference Dashboard
  • Website Integration
  • Email integration
  • Company Profiles
  • Individual Contact Profiles
  • Inactive Contacts Management
  • Contact Import
  • Speaker History
  • Events Attended
  • Robust API