- Track business contacts, progress of deals and forecast revenue.
- Prepare marketing templates, build brand awareness through automation.
BUSINESS PROCESS AUTOMATION
- Automate business processes to deliver more results with less effort.
- Improve customer satisfaction, solve customer issues.
Engaging User Experience
- Our interface is as easy and engaging as your favorite social network.
Mobile Access to Your Vital Data
- Improve sales force productivity by always being connected.
Accounts & contacts
Task & event tracking
Advanced residual reporting
Document & knowledge management
Daily transaction data
Email templates & tracking
Underwriting status emails
Workflow & approval automation
Integration via web service API
E-Signature via EchoSign
SMS push notifications