Key Features
- Views: Create custom views which is a combination of filters, sort and columns.
- Pinned View: Pin important leads and deals in the sidebar.
- Public View: Share views with all users.
- Saved View: Save views for later use.
- Email Communication: Send and receive emails directly from the Lead/Deal Page.
- Email Templates: Create and use email templates for faster communication.
- Comments: Add comments to leads and deals to keep track of the conversation.
- Notifications: Get notified when someone mentions you in a comment.
- Service Level Agreement: Set SLA for leads and deals and get notified when the SLA is breached.
- Assignment Rule: Automatically assign leads and deals to users based on the criteria.
- Tasks: Create tasks for leads and deals.
- Notes: Add notes to leads and deals.
- Call Logs: See the call logs with call details and recordings.
- Twilio Integration: Integrate Twilio to make and receive calls from the CRM.
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License
GNU Affero General Public License v3.0
