Advanced CRM

Use Cases and Features Relationship Management Lead/Opp/Customer Contacts — Enhances the Contact Card in BC allowing contacts to be different stages of the sales process. Enhanced Contacts Card — One place to see everything about a contact, including Timelines and profile. Activity Logging — Ability to log emails, calls and meetings directly in a contact card to track activity. Checklists — Simple checklist to assist with workflow. Salesperson Productivity and Dashboarding Role Centers — Specific Role Centers for Agents and Managers. CRM Dashboards — Dashboards for both Agents (Salespeople) and Managers (Teams). Task Creation and Tracking — Allows Agents/Managers to set and complete tasks relating to leads/opportunities/customers. Emailing and Marketing Email Templates — Ability to send emails directly from the contact card tied to an agent and create plug-and-play templates. Marketing Campaigns — Ability to easily create Campaigns for Emailing, Tasking, etc. Email Aut