Global Search Bar
At the top, right-hand corener of the toolset is a search bar.
This search bar can be used to locate any type of record, including contact, company, contract, opportunity, tasks, or users. To search the entire system for a record, begin typing the name and the content will begin to autopopulate.
Click on the record you wish to open directly from the dropdown.
Proprietary data structures and functionality developed efficiently allows for traversing your data quickly and efficiently.
User adoption is the most crucial aspect with implementing a new CRM in any business. Friendly and easy to use interfaces make this a breeze
Protecting your business data, clients’ personal information and securing your companies processes are paramount with surpassed industry standards