No more duplication. Everyone can quickly access the most current contact information, call notes, files and email history in a single, convenient place.
Teams and Groups
Create teams to share customers between team members while making them private outside of the team. Assign Group Managers to manage multiple teams.
Clear Roles and Responsibilities
No need to waste time figuring out who is working with whom. Assign sales people to customers and set clear responsibilities for everyone in your company.