CRM is the world’s most popular software CRM for a reason: it’s packed with features and the flexibility and robustness make it perfect for enterprises. Check out the list below to see the modules and main features of CRM, and learn why this CRM has over more than 4 million users worldwide.
- Accounts module
Accounts in CRM will hold all information specific to a company that your organization will have a relationship with. This module allows you to manage all accounts.
- Bugs module
To records and track bugs in the products that you offer.
- Calendar module
Manage your time by scheduling Meetings, Calls, and Tasks, and optionally share your Calendar so as to allow others to view your upcoming activities.
- Calls module
Schedule and log a record of inbound and outbound calls.
- Campaigns module
To track, evaluate and manage campaigns including the sending of email marketing campaigns and surveys.
- Cases module
Cases are used to record interactions with customers when they ask for help or advice, for example in a Sales or Support function.
- Contacts module
Contact is an individual who is typically associated with an Account and Opportunity. This module allows you to manage all contacts.
- Contracts module
Used to manage Contracts and renewal dates.
- Documents module
The Documents module can be used as a repository for Customer issued or internal files.
- Emails module
Record emails sent to and from customers.
- Events module
Manage the information about a particular event and send out invites to delegates.
- Invoices module
Used to create, track and issue Invoices to customers
- Knowledge Base module
Template responses to be used with the Cases module.
- Leads module
View leads (unqualified sales prospects) in the customizable list, and manage them. Once a Lead is qualified and converted it will turn in to; a Contact once you have established ‘Who’ it is, an Account when you know ‘Where’ they work and an Opportunity once it is known ‘What’ they might buy.
- Meetings module
Schedule and record meetings with your customers and leads.
- Notes module
Used to keep a record of any comments, observations, or explanations to build the customer profile.
- Opportunities module
An Opportunity is a qualified Sales prospect. This module allows you to track your Opportunities throughout the Sales Pipeline until the deal is ‘Closed Lost or ‘Closed Won’.
- PDF Templates module
To create templates that can be used for Quotes, Invoices, and Contracts.
- Products module
A product catalog where users can select from when preparing Quotes.
- Projects module
The projects module allows the User to arrange their organization’s projects by tracking the number of Tasks and allocating resources.
- Quotes module
Used to create, track and issue Quotations to customers
- Reports module
Real-time reporting using CRM data.
- Targets module
Typically Targets are used as the recipients of a Marketing Campaign, your organization knows very little about these individuals and they may be re-used for new Campaigns or deleted without any impact to the business.
- Target Lists module
Distribution Lists are used when sending email marketing campaigns.
- Tasks module
CRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action.
- Workflow module
Automated actions based on conditions within the CRM data.
- Responsive layout feature
View the CRM on any device.
- Languages feature
Translations for over 69 languages, 25 of them over 90% complete.
- Customizable front page feature
Customize your front page that contains lead info, custom charts, reports and more, in one or multiple tabs.
- Customizable menu feature
Customize your menu to gain quick access to the modules that are important for you.
- Developer Tools feature
Customize module fields, layouts, and relationships with Studio, create and edit modules and module layouts, and configure tabs.
- Desktop Notifications feature
Receive desktop notifications, such as upcoming meetings and newly assigned leads
- Advanced Search feature
Many CRM’s will have large data sets so CRM allows you to perform advanced searches on all modules. The optional full-text global search feature enables enhanced functionality of searching text in documents and other files.
- User Management feature
Manage CRM users. Set employee information, role, locale settings, and more.
- Role Management feature
Manage role membership and properties, limiting or granting access to access, delete, edit, export, import, list, mass update, and view each module.
- Password Management feature
Manage password requirements and expiration, enable LDAP Support, and SAML Authentication.
- Security Group Management feature
Configure Security CRM settings such as group inheritance, additive security, etc. Control what your users can access. Lock down sensitive data to specific groups or teams.
- System settings feature
Configure the system-wide settings, such as theme, currencies, languages, activity streams, etc. according to the specifications of your organization. Users can override some of the default locale settings within their user settings page.
- Rest API feature
Integrate CRM with other applications, like ERPs, Marketing tools, and more.
- Add-ons manager feature
Install and manage CRM add-ons, creating new functionality in your CRM. Over 100 add-ons are available in the add-on store.