1. Real-Time Customer Overview
- Access complete customer history in one place
- Track interactions across channels: calls, emails, chats
- Get real-time insights into customer behavior
2. Lead & Deal Management
- Capture leads from web forms, email, or campaigns
- Track lead status, conversion stage, and activity logs
- Assign tasks to team members for timely follow-ups
3. Automation & Reminders
- Schedule automated emails and SMS follow-ups
- Set reminders for upcoming tasks and client meetings
- Reduce manual workload with smart triggers
4. Reporting & Analytics
- Customizable dashboards with key performance metrics
- Track team performance, sales pipeline, and conversion rates
- Export reports in Excel, PDF, or CSV format