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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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