• Easy-to-use with a fresh look and feel

• Fully customizable interactive dashboard

• End-user personalization of interface design and content

• In-built user tutorials, user guide and quick tips

• Relationship management graphs

• Pre-installed sales dashboard available out-of-the-box

• Ability to customize dashboard to create a bespoke workspace

• Account, contact and opportunity management

• Comprehensive reporting and analytical tools

• Sales forecasting and territory alignment

• Calendar and activity management

• Process and workflow automation

• Mobile solutions and offline synchronization

• Escalation and auto notifications

• Quote and order entry

For Marketing Professionals

• Pre-installed marketing dashboard available out-of-the-box

• Ability to customize dashboard to create a bespoke workspace

• Campaign management and analysis

• Lead qualification and management

• Comprehensive email formatting options

• Mail merge functionality

• Document drop capabilities

• Outbound calling

• List management

• Customer segmentation capabilities

For Customer Service Professionals

• Pre-installed customer service dashboard available out-of-the-box

• Ability to customize dashboard to create a bespoke workspace

• Customer self-service portal

• Case tracking and management

• Workflow automation

• Knowledge base recording customer service solutions

• Address maintenance and linking tools

• Escalation and auto notifications

• Reporting

For IT Professionals

• Advanced customization capabilities

• Out-of-the-box customization

• Easy to install and fast to deploy

• Easy to integrate

• Flexible deployment options

Integration Capabilities

• Microsoft Outlook Integration

• Integrates straight out-of-the-box with many leading Sage ERP products (Sage Accpac ERP / Sage 200 Suite)

• Computer telephony integration