CRM Features Tour

Social Inbox is one place for seeing all the comments and mentions from your customers across all social networks.

Post to different networks quickly from one place in one go. Schedule posts and forget about it!

Provide your clients helpful info through the Questions section in your Google MyBusiness Listing(s).

Create Lead/Contact/Case records automatically by configuring rules.

Use customizable templates to create custom messages. Customize your messages and relate them to different modules in the CRM.

Send WhatsApp messages in the form of notifications, alerts, approvals, and standard messages.

Send and receive WhatsApp messages to and from your contacts directly from the CRM.

Stay at the top of your game! Use Email Campaigns to showcase your products.

Want to create a campaign? Use our template designer or create one with a pre-loaded template.

Create emails in a jiffy with ready to use components. We have plenty to match your business needs.

Track how effective the campaign performed.

Use Autoresponder Email Campaigns to send emails automatically at a scheduled time.

Want to announce your Holiday Season discounts? Set up the trigger conditions, date, and time in the Autoresponder.

Create one of your own or select a default template. We have plenty to choose from.

Customize a template by using HTML source code and Merge Tags.

Use the Email Template report to generate metrics on direct emails and email campaigns! Helps you to create better emails.

Send personalized text messages to your customers using SMS Campaigns.

Our Pie Chart report is the perfect tool to generate metrics on SMS Campaigns.

Configure reply actions! Send an SMS automatically to the customer who has replied to your SMS campaign.

Select and group your leads and contacts. Make your email campaigns effective!

Save time - create a marketing list while you are creating an email campaign.

Measure your campaign success rate! Marketing list analytics tell you which campaigns generated interest and business.

Group your leads and contacts into proper segments. Target the right audience!