Account Management
Our B2B CRM offers a comprehensive and holistic view of your clients’ lifecycle. Combine it with the integrated project management platform, and in addition to traditional sales data, you will get an overview of delivery, projects, and customer care. All within a single system. Everything you need is conveniently available on one page.
Key features:
- Consolidate sales activities from related entities – leads, opportunities, and people.
- Collect traditional sales information, including business history and proposals.
- See overview of projects and their current statuses instantly.
- Get Insight into issues or help-desk tickets associated with the account.
- Facilitate seamless collaboration and information sharing between sales and customer care.