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| Feature | How It Helps With CRM Tasks |
|---|---|
| Pipeline Management | Covers the process of a monitoring and directing future prospects in various stages of the sales funnel. |
| Third-Party Plugins/Add-Ons | Offers additional features or integrations built by third-party developers in form of plugins or add-ons. |
| Contact Sharing | Share contacts across teams or platforms to give access to others or to migrate address books across different systems. |
| Lead Management | Manage business leads to improve sales outreach processes or stay on top of prospect inquiries. |
| Data Export | Exporting functionality can be used to streamline the migration of data sets and information across systems, platforms or applications. |
| Data Visualization | Data visualization features render a visual interpretation of data sets through the use of charts, infographics and other visual cues generally in form of a reporting dashboard. |
| Call Tracking | Track which of your online and offline marketing efforts are successfully generating calls. |
| 2-Factor Authentication | Adds an additional layer of security by requiring an extra step in the login process. Usually external devices are required for this or a text message with a verification code is sent to the user when trying to login. |
| Google Apps Integration | Integration with the G Suite, including Gmail, Google Docs, Google Sheets, Google Calendar, etc. |
| Click-to-Dial | Dial telephone numbers with one click. |
| File Transfer | Transfer large files to colleagues, customers or other stakeholders. This is often used for files too large to transfer via email and other conventional transmission methods. |
| Customer Management | Manage customer databases and/or track outstanding shipments, payments and more. |
| Task Scheduling/Tracking | Schedule and track tasks and deliverables in form of to-do-lists. |
| Contact Management | Manage large amounts of personal or business contacts in a centralized system. |
| Sales Automation | Sales automation refers to the automation and streamlining of various sales processes to standardize business functions. |
| Email Integration | Integration with email clients or providers to create and send emails as well as view received emails within an application. |
| File Sharing | Share files with colleagues, customers or other stakeholders for easier access across platforms, collaboration and/or version control. |
| Marketing Automation | Automate marketing processes, such as outreach emails, customer engagement, chat replies through the use of chatbots and others. |
| Calendar Management | Manage and update calendars for scheduling or consolidation of events across teams, departments or business functions. |
| Notifications | Includes notification support and sends you alerts with information on important events and other time sensitive instances. For example through push notifications on mobile phones or email notifications. |
| Lead Scoring | Manually or automatically assign quality scores to business leads to target / segment sales outreach efforts. |
| Social-Media Integration | Integration support with social media platforms, such as Facebook, Twitter, Instagram, Tumblr and others. |
| Data Import | Importing functionality allows you to use data sets from other systems or platforms to cut down on data entry requirements or to more easily migrate records from similar applications you have used in the past. |
| Scheduling | Schedule tasks, resources, appointments, payments, communications, etc. |
| Multi-User | Supports more than just one user account and generally allows for collaboration with colleagues. |
| API | Application Programming Interfaces (APIs) are programmatic intersections with external products or platforms that allow for custom integrations with your own solutions or other solutions you are using. |
| External Integrations | Integrations with other software products or platforms to improve efficiency and compatibility across systems. |
| Dashboard | Dashboards are digital interfaces commonly used to visualise data or give quick access to important features and functions of online platforms. They often serve as an overview gateway in software applications. |
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