Customer Relationship Manager

Pipeline Management
Automate lead generation, track opportunities, and convert prospects into customers—streamline your pipeline for maximum efficiency.

Project Management
Manage projects, milestones, and tasks with ease. Track status and organize teams, customers, and resources for seamless project execution.

Database & Document Management
Manage database fields and tables with ease—no coding required. Our intuitive interface lets you add, edit, and organize data effortlessly.

Secure File Sharing with VDR
Securely share and manage critical documents with VDR. Control access, ensure compliance, and collaborate in real-time with confidence.

Outlook & Gmail
Sync Outlook & Gmail to centralize emails, calendars & follow-ups for seamless communication & transparency.

Automated NDA Execution
Accelerate transactions with automated NDA execution—digitally acknowledge acceptance and seamlessly move to the next contact stage.

DocuSign 
Send, sign & manage documents with DocuSign. Automate integration for seamless contact database management.

Time Tracking & Billing
Track billable hours, automate invoicing, and capture payments for recurring business—ensuring accuracy and efficiency in billing.

Reporting Tool
Get real-time insights with dynamic reports across all segments. Track deals, financials, and performance metrics for smarter decision-making.

Buy-Sale, Sell-side
Manage opportunities, track notes, and drive engagement. Streamline list management and marketing for seamless success.

Drip Campaign
Automate email sequences to nurture leads, boost engagement, and move prospects through the sales funnel with targeted messaging.

Billing and Subscription 
Automate or manually manage B2B & B2C subscriptions, events, and billing with preconfigured reports for optimized revenue.

REST API
REST API documentation for secure, seamless integration—enables data exchange, automation, and connectivity across platforms.

Event Registration
Create and manage events seamlessly—business meetings, golf events, and more. Collect payments and track them in CRM with reporting.

Customer Facing Portal
Hosted customer portal for B2B & B2C—manage activities, contacts, accounts, payments & customer service—configurable to your needs

Designed for Configuration
An affordable, intuitive configuration platform avoiding costly programming and third-party expenses. Empower your business with flexible tools that adapt to your needs—no coding required.

Full User Training
Comprehensive user training tailored to your needs! Get personalized guidance to maximize our platform’s full potential—ensuring you have the support and skills to succeed whenever you need i

Unparalleled Support
Unmatched customer service—responsive, proactive, and tailored to your needs. Enjoy seamless experiences, fast issue resolution, and continuous support for your success

Fully Integrated Virtual Data Room (VDR)
Optimize your workflow with our fully integrated VDR). Secure, simplify, and accelerate document management in one platform, saving time and unlocking new opportunities.

End-to-end Transaction Platform
From lead generation to closing—our end-to-end platform ensures accuracy, efficiency, and seamless processes, helping you capture every opportunity in one secure solution.

Secure, Cloud-Based Platform
Access your business securely from anywhere with our cloud-based platform. One login, total visibility, and seamless control—ensuring security, convenience, and real-time insights.  

Security 
Always compliant with PCI, SOC2, HIPAA, FDA Sec 11, GDPA, two-factor authentication, and independent customer databases—ensuring top-tier security and data protection

One Platform Efficiencies
Maximize efficiency with one secure platform—streamlining prospecting, marketing, sales, projects, billing, VDR, and more while reducing reliance on multiple systems.

Guided Tour
Discover the power of our intuitive tools with a step-by-step ‘Show Me Around’ guided tour—on-screen directions that make learning and navigation effortless.