CRM Customer Relationship Management

A robust customer data platform is vital to creating successful marketing campaigns. Centralize all your data in one place and get deep insights into your community so you can understand engagement and improve your campaigns.

Discover the journey of every member.

Manage Your Contacts

Streamline your processes and get efficient with a secure cloud platform that consolidates all of your operations and engagement with your contacts in one place.

Automate Your Sales Workflows

Designed to help you close more deals. All team members can simultaneously track and manage opportunities through each stage of the sales process.

Understand Engagement Across Activities

Grow your community by knowing everything about your contacts and organizations. Contact & Company profiles show activity history so you know which events they have attended, what emails they read, and how much money they have spent.

Engage and Understand Community Better

Built-in Analytics to understand your member community better. Beyond what they say to their social habits. Helps you understand and provide better services. 

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Features

Contact Management

Manage all your contacts in one centralized place.

Opportunities

Easy sales  pipeline with opportunities management and deal stages.

Contact & Company Profile

Track contact and company journey separately.

Customer Tracking

A detailed insight into the history of contacts can help you pin down the leads that are worth tracking further.

Log all the Contact Activities

Add custom notes, tasks, and files.

Tasks

Assign a task to a team member.

Analytics Dashboard

Analytics Dashboard

Admin Seat

Admin Seat

Related Resources

Security

Data Privacy