< Back to list

CRM

Integrated Prospect Management database * manage clients * manage client contacts * manage sales/account manager teams * manage opportunities and threats * manage pipeline * mass mailing with search criteria and audit trail (e-mails sent individually with attaching files on-the-fly) * create contact mailing labels * create and manage financial information * create, classify, share and manage activities and documents * assign and manage tasks and discussions * complete event management (selection criteria, invitations, mailing labels, rsvp management, follow-up) * one database houses all information and simplifies use and replication * easy to use interface * integrates business processes and communications * provides the ability trespond more effectively than e-mail * provides e-mail integration * view information quickly and easily * set and maintain standards * share group calendar * share ideas * share a library of documents * support users worldwide both connected and mobile * provide full client archiving and retrieval capabilities * work and share information in a secure environment * interface with PDA's * import information from any source * on-the-fly reports exported to Excel spreadsheets or Word documents * integrated support * internationalized (date formats, fx rates, etc.)

Industry

Business Processing Horizontal

Red Hat Certifications

This product has been certified to run on the following Red Hat products and technologies:

Target Product Level
Red Hat Enterprise Linux 5.x Self-Certified
Red Hat Enterprise Linux 6.x Self-Certified