CRM Hub

Optimise customer relationships and lead handling workflows to heighten customer engagement.

Configurable lead pipeline stages to meet dynamic business needs, adding agility to sales and CRM maintenance.

Keep track of all customer interactions, ensuring detailed profiles are maintained for personalised communication and service.

Identify leads connected to the same contact, providing key insights into past interactions, preferences, and transaction histories.

Integrated Service Level Agreement (SLA) tracking, ensuring that every stage of your sales funnel meets set standards.

Tailor your CRM to fit your unique informational needs with custom fields, allowing you to capture and store specialised data points about your leads.

Facilitate effective team management with refined roles, permissions, and viewable data scopes, promoting transparent collaboration.

Leverage a rules-based engine to distribute leads efficiently across your team.

Easily review and consolidate duplicate contact and organisation entries to maintain a clean and organised database.

Manage tasks associated with leads and deals, tracking progress and ensuring timely actions to move prospects through the sales funnel.

Stay on top of all CRM-related activities with automated alerts and reminders for follow-ups, meetings, and other customer-related activities.

Segment leads and customers based on various criteria, deploying targeted marketing and sales strategies.

Instantly convert web activity to leads, capturing pivotal opportunities automatically.

Link emails directly to lead records, streamlining emails to leads to management.

Track lead progress and gain instant insights to refine sales strategies and CRM dynamics.

Gain insights into each stage of the sales process with clear pipeline visualisation.

Leverage a dynamic, real-time dashboard for data-centric strategic planning.

Generate reports on CRM activities and performance for informed business decisions.

Gain an instant overview of leads snapshots that provide key information at a glance to drive your sales strategy.

Get a quick summary of sales figures in your preferred currency, simplifying financial assessments and forecasting.

Lead analytics, uncovering trends, behaviors, and conversion rates that inform and optimise your lead generation and nurturing strategies.