General Features

• pure Web solution: nothing to install, works with any popular browser (IE7/8, Firefox, Safari)
• context-specific notes, attached documents, reminders, history on all resources
• automatic virus scanning of uploaded files
• quick search -- find most records in one click
• UTF-8 support for multi-byte international character sets
• simple, uncluttered, ajax-enhanced interface for maximum usability
• convenient bookmarkable, emailable URLs for all resources
• your own private database instance and custom URL

Lead Management

• import from spreadsheet
• import from multiple website forms

Opportunity Management

• best filter/sort interface in the biz
• multiple personalized custom views for Opp summary
• multiple Classes for different verticals, product lines, etc., each with separately configurable sales process (phases and milestones)
• probability-weighted values and totals
• unique Pipeline View shows progress vs milestones for all open Opps

Homepage Dashboard

• personalized choice of widgets and placement
• many personal, system overview, and management insight widgets available
• useful overview of the state of the pipeline; see at a glance what's hot, what needs attention

Account Management

• customer, prospect, vendor, and partner Accounts
• customizable Systems tab catalogs relevant equipment, software, etc. at customer's location
• Contracts tab catalogs current/pending/expired service contracts for customer
• import Account Contacts into Outlook or other email or contact management system

Support Features

• email notifications of incoming Issues
• integrated with optional Customer Portal
• customer-viewable and private (internal only) Issues
• private notes and attachments on customer-viewable Issues

Customer Portal

• customer portal access for Account Contacts
• customers can submit and track Issues
• add notes and attach documents
• update contact information

Configuration and Admin Features

• user roles and permission levels
• default and user-specific timezones
• configurable email notifications for important system activities

Marketing Features

• create, save, and export custom marketing lists from Leads and Account Contacts
• upload email lists to Constant Contact
• custom campaign-specific Lead fields
• online Lead capture from multiple website forms
• spam reduction features for website forms
• opt-out flag for Leads and Contact records