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Company Overview

Omnichannel CRM for Businesses of all sizes.

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Company Information

Platforms

Pricing

Categories

Features & Specs

  • Sales Force Automation

    Lead, Deal and Contact Management; Workflow Automation

  • Process Management

    Sales Process Builder; Processing Rules

  • Omnichannel

    Email; Telephony; Social; Customer Portals

  • Analytics and Reporting

    Reports; Analytical Components; Capabilities

  • Sales Enablement

    Quotes and Finance; Partner Portals; Calendar; G Suite and Office 365

  • Performance Management

    Forecasting; Currencies; Territory Management; Gamification

  • Predictive Intelligence

    Lead and Deal Prediction; Macro Suggestions; Zia Voice

  • Customization

    Layouts; Custom Components; Views and Filters; Global Selling

  • Marketing Automation

    Customer Segmentation; Lead Nurturing; Google Ad Integrations; Event Management

  • Security

    Roles, Profiles, Teams; Data Security; Compliance

  • Developer Platform

    REST API; Widgets; Web and Mobile SDK; Functions

  • Team Collaboration

  • Mobile Apps

  • Videos

    External Sources including reviews & comparisons

    Social Recommendations


    • Program for managing missed call messages?

      Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary).

      Source:
      over 1 year ago

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