CRM
HitechCRM is a Customer Relationship Management (CRM) application that is mobile, social, and gamified. We use a test-driven methodology for building every part of the application. This means you can create and maintain a custom-built CRM system.
Features
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Contact Management
Full view of Contact details
360 view of Accounts
Lead Management
Quickly find info with Global Search -
Activity Management
Meetings, Tasks, Notes, and Attachments all in one place
Roll Up to see activities from related records
Latest activities widget, easy view of historical information
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Deal Tracking
Sales Force Automation
Create and Manage Opportunities
Track Sales Pipeline
Probability of Closure -
Gamification
CRM Gamification rewards end users
Scores & Badges
Achievement & Status
Proven to improve User Adoption
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Reporting
Report on virtually any set of records
Drag and Drop Filters
Customize, save, share Reports
Charting includes 3D Bar Graphs, Donut, Pie, etc.
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Workflow
Create custom Workflows with drag and drop wizard
Trigger email alerts or actions
Keeping track of events as they occur
Get notified on upcoming or elapsed events
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Marketing Automation
Create and send Email Marketing campaigns
Schedule Autoresponders
Build and embed Web Forms that link directly to CRM
Manage Campaigns -
Product Management
Create Product Catalogs
Integrate Products with Opportunities, Accounts, Contacts
Manage Product Items and quantities
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Security
Roles
Groups
Permissions, Rights, Policies
Ad-hoc teams -
Personalize
Custom fields, layouts and labels
Custom Dashboards
Calculated fields
Dependent dropdowns
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Internationalization
Language Packs
Real Time Currency Conversion
Multiple Timezone support