Person & Organisation
Holistic view of business contacts
Record contact data with Outlook Add-in
View and keep track of all the interactions you and your colleagues have with People and Organisations
Communicate with people and organisations with Marketing Campaigns and feedback Surveys
Opportunity
& Activity
Track and analyse your sales pipeline
Record the likely Close Date for your Opportunity
Track the Opportunity’s progress
Identify the key people involved
Record competitors
Plan your Next Step with Activities
