Trial CRM

Automation

From the point of initial client contact to the closure of the sale itself, our robust solution automates many of the processes in your personal value chain in gaining, tracking and maintaining clients relationships for the long term.

Mobile Integration

Our system provides advanced integration with your mobile device. That means you can have the ability to track leads and customers on-the-go from wherever you are using your mobile device.

Lead Capture

Integrate your website contact forms with the CRM database back end. When a customer contacts you through your website, the lead information is uploaded directly to the lead management system, allowing you to seamlessly manage your customers and potential customers.

Forecasting

Perform advanced lead forecasting on your customers and potential customers, giving you the ability to track your goals

Mail Merge

Gone are the days when you will be required to merge your mail accounts utilizing Microsoft Word. Now you can use a pre-configured email form or create one of your own through our system all within the click of a button. It’s that easy.

Spreadsheet Integration

Manage your customer accounts with the full ability to upload and download all your data through the system. Existing

Security

You can rest easy knowing any sensitive customer data will be stored safely and securely on our remote servers. We utilize industry standard 128 bit SSL security.