The Professional CRM Solution

Our professional CRM Pro is simple to use and extremely powerful — you get a ton of features for the price. Built in VOIP click to call powers up your dialing and helps you close more leads. Connect your team and your data on one view, one platform, from any device so everyone knows what's going on. Powerful click to call with no special service providers make power calling easy. Get your team all on the same page with a shared, 360-degree customer view. Track and crush your growth targets with real-time dashboards in our professional CRM. View your business performance anywhere, on any device.

CRM Dashboards

Confirgure & Customize

Real time dashboards give you up to the second information from all parts of the CRM.

Group Calendar

Multi user calendar

Our group calendar keeps you and your team on task and on schedule; set reminders and alerts.

Contact Manager

Track everyone easily

Manage and track information about everyone easily and simply with a single view.

Company Management

360 Degree Company View

View a Company top-down, track people, tasks & more.

Deal Management

Manage sales in real time

Track revenue and deal progress, generate quotes & forecast.

Sales Pipeline

Graph revenue and profit

View and track key information of each opportunity, and move to close deals.

Setup & Customize

Unlimited custom fields in the CRM and more.

CRM Pro has extensive setup and customization options that make it easy to adapt to any business.

Alerts & Reminders

CRM Alerts and Reminders can keep everyone on the same page.

Using email alerts, SMS and screen popups as well as a real-time group calendar can keep you informed.

Custom Views & Saved Searches

Filtering data and viewing data in a custom view makes CRM seem magic.

Using our powerful view customization and saved searches, you can easily filter and view the important stuff.

Task Management

Track key tasks throughout your organization

Tracking tasks, issues, and sales gives you complete visibility into the time you and your team members are spending on any given Deal or Issue.

Call Automation & Voice

a very powerful call tracking and scheduling system

CRM Pro with VoiceCRM is the most powerful integrated CRM calling solution in the world. Click to call within the CRM system to call any US phone number instantly and tracked within the CRM with amazing features.

Campaigns - Email, SMS, Print

Advanced campaigns with email, SMS and direct mail / print

Create and manage email campaigns with mail merging ability, our systems provide integrated document management and email campaigning

CRM Synchronization

Mobile & Desktop Sync.

Keep your PC synchronized with your CRM -- Contacts, Calendar and Tasks are automatically synchronized using our advanced CRM sync technology.

Documents - Cloud Storage

Unlimited storage in our Cloud

Shared documents and more integrated with CRM with our document cloud storage in the CRM.

Web Forms and CRM API

Using API and XML Web Services, you can empower your web site and apps to collect and distribute information directly into the CRM system.