Features
Top Performing Features
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.6
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.6
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8