CRM Admin
It uses your existing CRM to update information and record forecasts. It helps to clean up records and prompts for information often not recorded.
Insights and Connections
It provides insights and information about customer and contact. It draws insight between existing customers and sales data.
Action Tracking
Helps to track what actions are going on. It prompts for next steps and sets reminders. It improves consistency and clarity.
Dashboard and Management
Provides enriched management dashboards. It records forecasts and performance. It works from custom rules to drive required behaviours.