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CRM Management Tools
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Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.
Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.
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