====== CRM’s list of features ====== This CRM has over 800.000 downloads and more than 4 million users worldwide. Accounts module Accounts in the CRM will hold all information specific to a company that your organisation will have a relationship with. This module allows you to manage all accounts. Bugs module To records and track bugs in the products that you offer. Calendar module Manage your time by scheduling Meetings, Calls and Tasks, and optionally share your Calendar so to allow others to view your upcoming activities. Calls module Schedule and log a record of inbound and outbound calls. Campaigns module To track, evaluate and manage campaigns including the sending of email marketing campaigns and surveys. Cases module Cases are used to record interactions with Customers when they ask for help or advice, for example in a Sales or Support function. Contacts module Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts. Contracts module Used to manage Contracts and renewal dates. Documents module The Documents module can be used as a repository for Customer issued or internal files. Emails module Record emails sent to and from customers. Events module Manage information of an particular event and send out invites to delegates. Invoices module Used to create, track and issue Invoices to customers Knowledge Base module Template responses to be used with the Cases module. Leads module View leads (unqualified sales prospects) in customizable list, and manage them. Once a Lead is qualified and converted it will turn in to; a Contact once you have established ‘Who’ it is, an Account when you know ‘Where’ they work and an Opportunity once it is known ‘What’ they might buy. Meetings module Schedule and record meetings with your customers and leads. Notes module Used to keep a record of any comments, observations or explanations to build the customer profile. Opportunities module An Opportunity is a qualified Sales prospect. This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is ‘Closed Lost or ‘Closed Won’. PDF Templates module To create templates that can be used for Quotes, Invoices and Contracts. Products module A product catalogue where users can select from when preparing Quotes. Projects module Projects module allows the User to arrange their organisation’s projects by tracking a number of Tasks and allocating resources. Quotes module Used to create, track and issue Quotations to customers Reports module Real-time reporting using CRM data. Targets module Typically Targets are used as the recipients of a Marketing Campaign, your organisation knows very little about these individuals and they may be re-used for new Campaigns or deleted without any impact to the business. Target Lists module Distribution Lists used when sending email marketing campaigns. Tasks module The CRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action. Workflow module Automated actions based on conditions within the CRM data. Responsive layout feature View the CRM on any device. Languages feature Translations for over 69 languages, 25 of them over 90% complete. Customizable frontpage feature Customize your front page with dashlets that contain lead info, custom charts, reports and more, in one or multiple tabs. Customizable menu feature Customize your menu to gain quick access to the modules that are important for you. Developer Tools feature Customize module fields, layouts and relationships with Studio, create and edit modules and module layouts, and configure tabs. Desktop Notifications feature Receive desktop notifications, such as upcoming meetings and newy assigned leads Advanced Search feature Many CRM’s will have large data sets so this CRM allows you to preform advanced searches on all modules. The optional full text global search feature enables enhanced functionality of searching text in documents and other files. User Management feature Manage the CRM's users. Set employee information, role, locale settings and more. Role Management feature Manage role membership and properties, limiting or granting access to access, delete, edit, export, import, list, mass update and view each module. Password Management feature Manage password requirements and expiration, enable LDAP Support, and SAML Authentication. Security Suite Group Management feature Configure Security Suite settings such as group inheritance, additive security, etc. Control what your users can access. Lock down sensitive data to specific groups or teams. System settings feature Configure the system-wide settings, such as theme, currencies, languages, activity streams, etc. according to the specifications of your organization. Users can override some of the default locale settings within their user settings page. Rest API feature Integrate the CRM with other applications, like ERPs, Marketing tools, and more. Add-ons manager feature Install and manage the CRM's add-ons, creating new functionality in your CRM. Over 100 add-ons are available in the add-on store.