Accounts

Contains counterparties with whom your organization has a relationship

It is generally seen as the hub for managing and analyzing your business' interactions with each counterparty.

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Contacts

Consists of individual people with whom your organization has an established relationship.

Consists of individual people with whom your organization has an established relationship

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Opportunities

Allows you to track individual sales and their line items from start to finish

Opportunities module allows you to track a potential sale to new or established customers and helps you to forecast future business demands and sales revenues.

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Mass Emails

Create and manage email marketing and advertisement campaigns for your organization

Email-based campaigns can be used to send mass emails or a series of newsletter emails to contacts with whom you have active or growing relationships.

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Meetings

Track meetings which can be related to various records to depict the attendees and/or topic of discussion and action items

You can schedule upcoming meetings that remind you when the scheduled time approaches or log meetings you have already held to keep a record of the discussion.

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Cases

Track and manage customer requests for assistance with products or services

As a case is opened, worked on, and resolved, its progress will be denoted by the Status field. Each case record may relate to other records.

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