Customer Relationship Management

Deliver Value at Every Touch Point

Prioritise sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle.
Boost Sales Productivity

Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.
Maximise Profitability

Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.
Contacts

Maintain an overview of your contacts and record your contact information for all business relationships.
Campaigns

Organise campaigns based on segments of your contacts that you define with grouping capabilities.
Opportunity Management

Keep track of sales opportunities, section your sales processes into different stages, and use this information to manage your sales opportunities.
Dynamics 365 for Sales Integration

Integrate with Dynamics 365 for Sales in a few easy steps to synchronize your data, including sales orders, item availability, units of measure, and currencies.