Lead Management, Contacts & Accounts, Opportunities, Track Communications, Mail Sync, Forecasting, Sales Funnels, Pipeline Management
Case & Ticket Management, Solutions, Knowledge Base, Support Dashboards, Phone Support
Custom Reports, Recurring Reports, Grouped Reports, Drop Reports Into Dashboards, Eight Chart Types
Email Templates, Marketing Campaigns, Mass Email, Email opt-out, Auto Responders, Drip Campaigns, Email Delivery Tracking
Products, Price Books, Sales Quotes, Sales Orders, Invoices
Multiple File Uploader, Attach Documents, E-mail Attachments, File Versions
Web to Lead, Web to Contact, Web to Account, Web to Case, Auto Responder, Custom Auto Response Templates, Assignment Rules
Data Backup Tool, Automatic Backups, Automatic Data Linking, Duplicate Prevention, Import History, Data Export Permissions
Unlimitted Calls, Local and Toll Free Numbers, Call Recording, Video Calls, Call Queues, ACD, IVR, Monitoring, Coaching, Barging
Page Customization, Rename Modules, Custom Fields, Custom Links, Custom Buttons, Custom Modules, Custom Page Layouts, Page Layout Rules, Unique Fields, Custom Views, Logo & Branding, White Label CRM
Workflow Rules, Workflow Alerts, Automatic Record Creation & Edit, Assignment Rules, Approval Process, Case Escalation Rules, Automatic Message Sending
Snapforce PBX Phone System, Paypal, Authorize.net, Gmail, Outlook, Exchange, IMAP & SMTP Integration, Quickbooks Desktop, Quickbooks Online, Elastic Email, Constant Contact, MailChimp, LiveChatInc. RightSignature, WooCommerce, Shopify, Twilio
Your Mailbox contains folders identical to the ones you have within your third party mail application.
To get to your mailbox, click the Mail module.
Your inbox will load with your most recent messages.