| Mobile App ➡️ | | | | |
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| Cloud Application ➡️ | | | | |
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| Dashboard Widgets ➡️
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| Sales Pipeline by Value | | | | |
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| Sales Pipeline by Sales Person | | | | |
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| Upcoming Activities | | | | |
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| Overdue Activities | | | | |
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| Total Revenue | | | | |
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| Top Opportunities | | | | |
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| Leads by Status | | | | |
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| Leads by Source | | | | |
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| Leads by Industry | | | | |
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| Open Tickets | | | | |
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| Note Pad | | | | |
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| Custom Widget | | | | |
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| Lead Management ➡️
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| Lead Conversion | | | | |
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| Lead Form Website Integration | | | | |
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| Commenting & Updates | | | | |
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| Organisation Management ➡️
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| Create New Organisation | | | | |
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| Opportunity Managementt | | | | |
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| Contact Management | | | | |
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| Quote Preparation | | | | |
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| Export Quote & Invoice to PDF | | | | |
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| Tax Configuration | | | | |
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| Multiple Currencies | | | | |
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| Tax Invoice | | | | |
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| Recurring Invoicing | | | | |
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| Document Upload | | | | |
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| Calendar Management ➡️
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| Create multiple calendars | | | | |
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| Create multiple To-Do lists | | | | |
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| Share Calendars | | | | |
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| Inventory Management ➡️
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| Product Creation | | | | |
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| Service Creation | | | | |
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| Price Books | | | | |
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| Vendors | | | | |
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| Purchase Orders | | | | |
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| Sales Orders | | | | |
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| Project Management ➡️
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| View Project Summary | | | | |
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| Create projects | | | | |
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| Create Tasks | | | | |
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| Comment on Projects | | | | |
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| Campaign Management ➡️
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| Segment list by Leads | | | | |
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| Segment list by Organisations | | | | |
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| Segment list by Opportunities | | | | |
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| Segment list by Activities | | | | |
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| Bulk email to segmented lists | | | | |
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| Builk Email Report | | | | |
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| Reporting ➡️
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| Tabular Reporting | | | | |
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| Automated Reporting | | | | |
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| Workflow Management ➡️
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| Email Notification Management | | | | |
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| SMS Notification Management | | | | |
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| Scheduled Workflows | | | | | |
