Ease of use

  • Simple and straightforward user interface with a minimal learning curve.
  • Ability to set up and start selling right from day one.
  • Easy migration from spreadsheets and other CRM systems.

Feature-rich

  • Best-in-class sales automation features for automating your entire business process.
  • Spend more time interacting with your customers and less on manually entering data.
  • Powerful analytics and reporting that helps you make smarter business decisions.

Customizable

  • Completely customize your CRM experience without writing a single line of code.
  • Effortless integration with third-party business apps that you use daily.
  • Easily adaptable to meet different industry specific needs.

Features at a Glance
Date Assessment Soloution.

Multi-Channel

Engage with your customer

  • Multichannel communication through telephone, email, live chat, and social media.
  • Get real-time notifications when customers interact with your business.
  • Measure the effectiveness of your email campaigns through email analytics.
Automation

Automate routine tasks

  • Create pre-defined conditions for every incoming lead, and automate your lead nurturing process.
  • Automate every aspect of your business and cut out time-intensive, repetitive tasks.
  • Implement scoring rules that help you prioritize your work so you can concentrate on the right set of leads, contacts, accounts, and deals.
Customization

Make CRM your own

  • Customize your CRM interface to meet the specific requirements of your organization.
  • Add custom modules, buttons, and fields to manage your unique needs.
  • Manage multiple business processes within your CRM using Layouts.
Analytics

Reports and insights

  • Get powerful, real-time analytics that can help you make smarter business decisions.
  • Measure and manage your organization’s territory-wide sales performance.
  • Track your key performance indicators, including current trends and future predictions, based on the wealth of data captured in your CRM.
AIl for Sales

Conversational AI for Sales

  • Your AI-powered sales assistant, can help you find any information you need from your CRM data, almost instantly.
  • Myslate improves the quality of your existing data so that you can get additional customer insights.
  • Receive intelligent alerts, task reminders, and suggestions for the best times to contact your leads based on your past successful interactions.