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| Contact Management |
| Unlimited custom fields |  |
| Track activities, sales opportunities, quotes, etc. by contact | |
| Group contacts into Accounts for single view of related information | |
| Assign leads to team members with email alerts | |
| Email contacts from CRMTrak - adds email to contact history | |
| Upload documents and attach to a contact | |
| Sales Lead Management |
| Setup custom sales stages and sales information | |
| Track goals versus attainment | |
| Multiple sales reports (pipeline, closes, leads, etc.) | |
| Supports sales teams and sales team management | |
| Sales Quotations |
| Create, save and edit sales quotations | |
| Create PDFs of quotations for customers - branded with your logo! | |
| Track quotations by contact | |
| Integrated Product Catalog | |
| Email quote as a PDF directly from CRMTrak | |
| Revise and republish quotes at any time | |
| Calculates sales tax and totals | |
| Productivity |
| Track completed activities by contact | |
| Schedule future activities | |
| Dashboard reminders for upcoming activities | |
| To-do list | |
| Calendar & Day Planner | |
| Google Calendar/Outlook integration | |
| Marketing |
| Email Broadcasts through Vertical Response | |
| Mail merge from CRMTrak Contacts | |
| Documents |
| Attach Documents to Contacts | |
| Classify Documents as Public or Private | |
| Share Word, Excel, PDF and other important documents | |
| Keep your team up-to-date with new document versions | |
| Customer Service |
| Integrated support tickets | |
| Branded online customer support portal | |
| Get your own custom URL - yourdomain.supportiks.com | |
| Email notifications | |
| Customization |
| Unlimited custom fields | |
| Customized internal and external email alerts and auto-replies | |
| Customized sales information (products, stages, marketing source, etc.) | |
| Website Integration |
| Capture leads from your website | |
| Auto-reply emails with attachments | |
| Add web analytics data to your online leads* | |
| Create a closed-loop sales lead capture and follow-up process | |
| Simple to implement - turnkey services available | |
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