1.Sales Pipeline & Lead Management

• Start acting on leads and create opportunities
• Capture relevant details about each lead
• Prioritize leads with your teams, and distribute based on criteria you set
• Empower teams to get a real-time view into where each deal stands

2.Sales Lead Tracking & Opportunity Management

• Create velocity through your sales process
• Leverage your pipelines to track, manage, and nurture deals efficiently
• Get insights into what’s moving your business forward, and where the risks are
• Manage opportunities in customizable pipelines
• Drive more velocity through the sales and delivery process

3.Business Workflow & Process Automation

• Automate repetitive, manual tasks so your team can focus on what matters most.
• Eliminate the risk of human error
• Reduce the number of redundant tasks and processes
• Scale faster with email, reminders, onboarding stages and much more
• Free your team from low-value tasks and improve employee engagement

4.Validation Rules & Advanced Permissions

• Preserve data integrity, capture quality data, and deliver great experiences.
• Make your CRM even more valuable to your business by ensuring that every business-critical field and object is updated with validation rules
• Ensure accuracy and data compliance
• Help teams perform efficiently and stay on track by delivering data access to the right roles and profiles with advanced permissions
• Take control of your data by making sure the right people have the right access at all times

5.Project & Task Management

• Create seamless post-sale transitions, ensure crisp communication, manage projects, and complete them faster.
• Seamlessly convert opportunities to projects after the deal is closed
• Copy all corresponding details, records, tasks and more from the opportunity directly in the project for complete visibility into customer requirements
• Use pipelines and milestones to enhance cross-team communication
• Tailor every project with custom fields and page layouts to deliver great outcomes to your customers