Pricing

Automation of business processes **

Companies and contacts management

Import of documents

Reports **

Calendar

Task management

Sales Planning Tools **

Leads convertion

Client communication history

Contract management

E-mail and mass mailing

Commercial quotation templates **

Customer support (Email to case)

Public online forms

Google and Outlook integration ***

Integration with rekvizitai.lt (receive company data)

Create additional custom fields (relationships)

Change the Layout using drag&drop principle

Analysis of your Business and CRM requirements

Initial Server Configuration

Initial Configuration of Users, Teams, and Roles

Data import (if needed)

Creating a custom Layout

Creating additional custom fields (relationships)

Creating document templates

System management training for the regular user and system Administrator