Spend less time faxing and emailing by automating communication with your back office through electronic forms customized to your needs. They’re trackable, so you can ensure that tasks are completed.
Record and share notes on customers, prospects, households, alerts, opportunities, and more. Notes roll-up to the profile level, so notes added at the opportunity level, for example, will also be seen on the customer or prospect profile.
Monitor and assign/reassign opportunities and work items across your organization. Filter by type, campaign, sales stage, status, priority, assignment, and more. Hold users accountable by understanding what is and what is not getting done. Track access to employee profiles.