The Perfect CRM to Bring Customers and Business Together.

Improve overall operational efficiency and lead conversion rate by integrating marketing leads from various channels.

Automatically import sales leads, track leads, and utilize a lead pool to boost lead conversion.

Configure complicated items and price models, manage discounts and promotions, and ensure quick and precise quoting.

The 360 degree view effectively defines customer profiles with real-time updates on account information to improve efficiency.

Automatically track payment status, update invoice balances upon payment, and get automated late warnings.

Invoices

Attach payment plans and invoices to contracts and orders, keep financial balances accurate.

Set multi-category, multi-dimentional, multi-period sales and targets. Visualize the progress and ensure achievement.

Individualize reports and view data on mobile devices and web portals. Get complete insights and information to make better decisions.

Capturing leads through multiple channels to improve lead volume.

Monitor user behavior to provide insights for a better lead conversion.

Nurture leads and improve conversion rate.

Automatically separate leads based on demographics or behavior for more precise targeting.

Complete campaign management for online and offline events, increase operational efficiency.

ROI Analysis

End-to-end ROI from leads to deals, maximizing marketing ROI.

Detail reports that provide for data-driven decisions.

Automatically distribute work orders to the right field engineers, enhancing work efficiency and reducing total operational costs.

Easily manage field service process from order claim, onsite checkin, inspection, and maintenance.

Assist field engineers to get information on the go to speed up issue solving using comprehensive knowledge base.

Get immediate feedback and evaluation from customer upon service completion to improve the product and service quality.

Improve productivity by analyzing the quality of services provided by agents using multi-dimensional data visualizations.

Allow customers to communicate using their own preferred channels, including phone, SMS, email, and more.

Built-in 24/7 knowledge base to provide around the clock online assistance for customers.

Record calls and conversations as auditable records to help enhance service quality and customer satisfaction.