- Contact & Lead Management for Determining High-Quality Leads -- Supports individuals and companies
-- Supports multiple contact per company in Contact Management
-- Standard fields and custom fields (match with Contact Management database)
-- keep track of leads and easily follow their progress -- Attach files
-- Convert lead to customer
-- Notes handling

- Customer Documents Archive
-- Supports PDF, DOCX, images, and other file types
-- Set document type, e.g. regular document, contract, etc.
-- Ability to send reminders on document renewal
- Product Level Quotations
-- Individual items
-- Customise template
-- Online acceptance by customer
- Goal setting & tracking
-- Setup goals and tracking achievements
-- Notify staff members and manager
- Sales Forecasting & Analytics
-- Prioritise leads based on pre-set methods
-- View all deals, by customer, by sales person, by product types - Record Expenses
-- Record company expenses
-- Set up recurring expense by days, weeks, months or years
-- Ability to set expenses billable to customers
- Task Management (Staff)
-- Assign task to multiple employees
-- Add task subscribers
-- Task comments and attachments.
- Reports export
-- On screen
-- CSV or PDF
-- Up to 10 report styles included
- Webmail Integration (IMAP)
-- Allow users to check email within CRM system
- Case Management
-- ticket system with autoresponse
-- Private ticket staff notes
-- ticket assignments
-- predefined ticket replies
-- Link with knowledge base

- Unlimited mailing list
- Supports API to 1 external mail service - MTA or SMTP support

Call centre module to assign sales staff with leads based on rules
- hardware or software based phone system connection optional)