All Features

User Access and Control

  • Organization Hierarchy
  • Data access rules
  • Module Level Permissions
  • Field Level Permissions

Configuration

  • Unlimited Custom Fields
  • Layouts Editor
  • Role Based Dropdown Values
  • Conditional Highlighting of records

Data Management Tools

  • Mass Edits
  • Dynamic List
  • Custom View
  • Cross Module Fields

Communication

  • Email
  • SMS
  • Phone Call
  • WhatsApp

Automation

  • Notifications
  • Approval Flow
  • Scheduled Workflows
  • Custom Modules

Analytics

  • Custom Charts
  • Custom Reports
  • Export reports and charts
  • Scheduled Reports to Email

Calendar

  • Phone calls, Meetings, Activities
  • Calendar View
  • Documents
  • RSVP

Sales Management

  • Contacts
  • Opportunities
  • Mass Opportunity Generation
  • Sales Escalations

Marketing

  • Click to Call
  • SMS Templates
  • Email Broadcast
  • SMS Broadcast