Sales Force Automation
Drive Business Growth

Identify and engage the right prospects, and assign leads to sales reps with intelligent Lead Pool, increasing lead conversion rate.

Consolidate all the customer information you need using 360-degree Customer View, improving customer experience.

Streamline opportunity management and create repeatable success using built-in best practices.

Easily turn business strategy into measurable goals with Performance Management, making continuous improvements on team performance and exceeding sales target.

Free Trial >

Sales Force Automation
Drive Business Growth

Identify and engage the right prospects, and assign leads to sales reps with intelligent Lead Pool, increasing lead conversion rate.

Consolidate all the customer information you need using 360-degree Customer View, improving customer experience.

Streamline opportunity management and create repeatable success using built-in best practices.

Easily turn business strategy into measurable goals with Performance Management, making continuous improvements on team performance and exceeding sales target.

Free Trial >

Mobile First
Improve Operational Efficiency

A native mobile app, better user experience, higher productivity, easier to sell. Share information and communicate with team members using office automation platform powered by the latest social and mobile technologies, greatly improving team collaboration.

Free Trial >

Mobile First
Improve Operational Efficiency

A native mobile app, better user experience, higher productivity, easier to sell. Share information and communicate with team members using office automation platform powered by the latest social and mobile technologies, greatly improving team collaboration.

Free Trial >

Data and AI Driven Smarter Decisions

Quickly build custom reports, visualize information on both mobile devices and the web portal. Get instant insights using a full suite of analytical best practices based on persona and business scenarios.

Sell smarter with the data-driven sales process, from identifying the right prospects with Customer Recommendation to focusing sales on the hottest leads with Lead Scoring.

Free Trial >

Data and AI Driven Smarter Decisions

Quickly build custom reports, visualize information on both mobile devices and the web portal. Get instant insights using a full suite of analytical best practices based on persona and business scenarios.

Sell smarter with the data-driven sales process, from identifying the right prospects with Customer Recommendation to focusing sales on the hottest leads with Lead Scoring.

Free Trial >

End-to-end Order-to-Cash
Process Customer Payments Faster

Enable sales reps to actively participate and engage in every step of the process, from creating payment plans, invoices and to issuing customer receipts.

Easily create change orders whenever updates and special requests arise. Leverage fully traceable historical data to ensure product delivery and data accuracy.

Manage collections and receive automatic overdue reminders, getting paid in a timely manner. Get a 360 degree view of payments using analytical best practices, viewing financial reports through seamless integration with ERP.

End-to-end Order-to-Cash
Process Customer Payments Faster

Enable sales reps to actively participate and engage in every step of the process, from creating payment plans, invoices and to issuing customer receipts.

Easily create change orders whenever updates and special requests arise. Leverage fully traceable historical data to ensure product delivery and data accuracy.

Manage collections and receive automatic overdue reminders, getting paid in a timely manner. Get a 360 degree view of payments using analytical best practices, viewing financial reports through seamless integration with ERP.

CPQ (Configure, Price, Quote)
Simplify and Streamline Quoting Process

Dramatically reduce quoting time, gain customer confidence, and increase sales productivity when quoting products with highly complex pricing and configurations. Bring more profit and faster revenue growth to the business. Enable external partners to manage quote and pricing effectively.

Free Trial >

CPQ (Configure, Price, Quote)
Simplify and Streamline Quoting Process

Dramatically reduce quoting time, gain customer confidence, and increase sales productivity when quoting products with highly complex pricing and configurations. Bring more profit and faster revenue growth to the business. Enable external partners to manage quote and pricing effectively.

Free Trial >

Intelligent Sales Platform

Marketing Campaign

Integrate marketing leads from multiple channels, improving overall operational efficiency and lead conversion rate

Lead Management

Quickly import sales leads, automatically track leads, and use lead pool to accelerate lead conversion

CPQ

Configure complex products and pricing models, manage discount and promotion, ensure accurate and fast quoting

Account Management

Automatically update account information with real-time events to improve efficiency. 360 degree view clearly outlines customer profiles

Opportunity Management

Automate opportunity management, improving efficiency and increasing win rate

Sales Forecasting

Analyze opportunities at various stages of sales funnel, predict performance, and identify problems for appropriate actions

Contract Approval

Automate the approval process and manage affiliated documents, improving operational efficiency

Order Management

Manage order details, create change orders, and submit for approval. Seamlessly integrate with ERP and SCM

Payments

Track payment status, update invoice balances upon payments, and get automatic overdue reminders

Invoices

Attach payment plans and invoices to contracts and orders, keep financial balances accurate

Change Management

Adjust sales orders, invoices, receipts and payments to reflect business changes with clear audit trails

Performance Management

Set multi-category, multi-dimensional, multi-period sales targets. Visualize the progress and ensure achievement

Data Analytics

Customize reports according to individual needs and visualize data on mobile devices as well as web portals. Get comprehensive insights and information to make smart decisions

Enterprise Graph

Visualize the connections among business entities and individuals using a graphic representation. Deeply understand customer value and risk, and quickly identify high value prospects

Enterprise Edition

$30/user/month

Complete CRM for Teams of Any Sizes

Free Trial

Flagship Edition

$60/user/month

Deeply Customizable CRM For Your Business

Free Trial

Unlimited Edition

$90/user/month

Scale your Custom CRM limitlessly

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