| PM AM CRM | |
| Costing | |
| Cost per user | Paid |
| Average cost of implementation | Paid |
| Cloud Based Solution | Yes |
| Hosted FREE | No |
| Sales | |
| Lead Management |
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| Import Leads |
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| Organize Leads |
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| Share Leads |
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| Assign Leads |
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| Lead Distribution |
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| Mark Favorites |
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| Search and Advance Search |
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| Custom Screens for Lead Data capture |
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| Manage Contacts |
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| Track Conversations and take notes |
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| Setup Predefined Notes |
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| Schedule Calls |
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| Create Call Plan for Tele Callers |
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| Create Quotes/ Proposals |
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| Track Opportunities |
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| Track Orders |
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| Create and Track Quotas to Actuals |
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| Territory Management |
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| Integrated Content Management |
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| Distribute Sales Collaterals |
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| Sales Forecast |
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| Lead Qualification |
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| Field Force Tracking |
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| Create and Track Sales Pipeline |
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| Create and Manage Products |
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| Activity Tracking and Follow Up |
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| Merge Duplicates |
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| Work Flow Management |
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| Marketing Automation | |
| Email Campaign Management | |
| Email campaign design |
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| Email campaign dispatch |
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| Email campaign tracking |
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| Survey Management | |
| Create surveys |
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| Send surveys to customers, leads, contacts |
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| Label and Mail Merge |
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| Web to Lead Capture |
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| Standard and Customized Templates |
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| Mass Email |
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| Manage and Share Email Templates |
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| Case Management | |
| Create a Case |
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| Track Case History |
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| Case Escalation |
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| Customer Service Portal |
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| Knowledgebase sharing with customers, dealers, floor execs and employees |
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| SLA Compliance Monitoring |
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| Create Case Specific Training |
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| Dashboards and Reports | |
| Configurable Dashboards and Charts |
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| Unlimited Custom Reports |
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| Over 20 Pre-Scanned Reports |
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| Exports to Excel and PDF |
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| Drill down to Lead and Conversation level details from the Reports |
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| General | |
| Create Custom Fields |
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| Create Custom Surveys and Feedback forms |
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| Create Custom Reports |
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| 200 Email Templates |
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| Security | |
| Screen level Access Control by User |
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| Screen level Access Control by Group |
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| SSL Implementation |
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| Advance Password Management |
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| Data Backup | |
| Daily Incremental Backup |
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| Data could be exported and Backed up |
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| Configuration | |
| Configure Pipeline |
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| Setup Roles for Lead Mapping |
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| Setup Custom Lead types |
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| Create Unlimited Users and Grant Permission |
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| Configure Dashboard |
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| Configure Product and Month wise Sales Targets |
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| Configure Territories |
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| Setup User Groups |
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| Configure from predefined custom Themes |
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| Setup Email Signature |
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| Social CRM | |
| Integration with Tweet Beep |
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| Integration with Google |
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| Integration with Social CRM |
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| Share Lead information and collect Inputs |
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| Track Facebook and LinkedIn details |
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| Mobile CRM | |
| Access the CRM through your Mobile |
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| Support | |
| Support -Video Demos |
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| FREE 30 Minute Product Training |
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| Personal Assistance with Data Import |
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| Product FAQ |
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| Role Wise Demo Videos |
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