Store all information about your leads, contacts, clients or vendors. Supports custom data fields.
Easily build custom forms and set up workflows. Send forms to contacts or staff to fill out, approve or e-sign.
Contacts can login to self-service portal and submit required forms and documents.
Assign tasks and to-dos to yourself, teammates and also contacts.
Set reminders for yourself, teammates or contacts. Reminders can be managed like tasks.
Send emails to contacts. Create templates. Supports data merge. Automatic emails.
Generate & print contracts, letters, certificates, labels etc. with data merged.
Build custom reports easily. Reports can be displayed on dashboard as widgets.
Store important documents in folders and share with teammates and clients. Support individual/group access and also version control. Trash folder allows retrieval of accidental or unauthorized deleted files.
Documents can be sent via DocuSign for signature. The signed documents will be stored in contact record.
Contacts and your office staff can communicate by Messaging feature. Messages organized as tickets in contact records.
Forms can be electronically signed right from your email on a personal computer or mobile device.