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