Marketer365 CRM
improve sales productivity

Sales Automation

Calendar

• Meetings
• Calls
• Tasks
• Working Time Calendar
• Sending Invitations
• Google Calendar Sync (optional add on)
• Outlook Calendar Sync (optional add on)
• Shared Calendar

Emails

• Email Accounts
• Outbound Emails
• Email Templates
• Email Folders
• Email Signature
• Email Filters
• Mass Email
• Multiple email addresses per record

Social

• Activity Stream. The feed where changes and updates to the followed records are shown.
• Follow Button. The user can follow a particular record. The records a user creates or those that are assigned to a user are followed automatically.

Analytics

• Reports. Allow users to see gathered information about business.
  

Workflows

• Business Process Management. BPM tool. Provides an ability to model and automate business processes.
• Workflows. Actions can be triggered if specific conditions are met. Available actions: send email, update record, create new record, create notification, assign record by specific rule.