Commence

Additional features

Manage Customer Relationships

Tools to oversee and nurture interactions with customers.

Sales and Marketing Automation

Automates sales and marketing processes to improve efficiency.

Lead Generation Services

Offers services to help businesses acquire new leads.

Integrated Project Management

Allows users to plan, organize, and manage projects within the CRM.

Service Ticket Management

System for managing customer service inquiries and issues.

Customer Portals

Provides a secure online portal for customers to access support resources.

Customer Profile Software

Enables a holistic view of individual customer data.

Customer Segmentation Software

Allows users to divide customers into targeted groups.

Sales Tracking System

Tracks all aspects of the sales process.

Ticket Management System

Manages customer support tickets.

Project Management

Tools for planning and executing projects.

Commence Mobile

Mobile access to the CRM on various devices.

Track Leads & Sales

Features for measuring sales activity and efficiency.

Automate Marketing

Tools to automate email and social media marketing campaigns.

Manage Tasks & Resources

Functionality to plan and organize tasks and resources.

Track Customer Service

Features to monitor and improve customer service response times.

Real-time Interactive Dashboards

Customizable dashboards for instant data visibility.

Full Personalization (Dashboards)

Users can personalize their CRM dashboards.

Multiple Views (Dashboards)

Ability to create different dashboard views.

Sales Analysis (Dashboards)

Tools for analyzing sales data within dashboards.

Built-in Email Composer

Ability to compose emails directly within the CRM.

Alerts and Notifications

System for receiving important updates and reminders.

Consolidated View of Account and Contact Data

All relevant information in one place.

Integrate Multiple Systems and Import Data

Ability to connect with other systems and import data.

Synchronize Outlook and Gmail Calendars

Integrates with popular email calendars.

Role-based Security and Permissions

Controls user access to data and features.

Access Your Data Anytime, Anywhere

Mobile and web access to CRM data.

Create Unlimited Custom Fields

Ability to add custom data fields.

Manage Every Aspect of the Sales Cycle End-to-End

Comprehensive sales management.

Record Interactions and Maintain Sales Cycle History

Tracks all sales-related communications.

Set Up Workflows to Automate Deal Management

Automates steps in the sales process.

Identify Opportunity Movement with Interactive Sales Funnel

Visual representation of sales progress.

Create and Email Quotes and Associate Them to Opportunities

Tools for generating and sending quotes.

Generate Comprehensive Reports and View Graphical Analytics (Sales)

Detailed sales reporting.

Capture Leads across Multiple Platforms

Ability to import leads from various sources.

Qualify Opportunities with Lead Scoring/Rating Features

System for assessing lead quality.

Convert Qualified Leads into Sales Opportunities with One Click

Seamless lead conversion.

Assign Leads Instantly with Rule-Based Workflow Creation

Automates lead assignment.

Automatically Import Leads from Any Third-Party Source

Integration for automatic lead import.

Schedule Pre-defined Programs for Hot, Warm, and Cold Leads

Automated lead nurturing.

Create Highly Targeted Campaigns Using Customer Segmentation

Targeted marketing efforts.

Automate Campaign Management with Scheduling Features

Schedule marketing campaigns.

Measure Campaign Effectiveness and Optimize Continuously

Tools for marketing analytics.

Optimize Marketing Budgets by Determining Campaign Value

Analyze marketing ROI.

Follow-up with New Leads Immediately with Integrated Web Forms

Direct lead capture from websites.

See Detailed Campaign Analytics by Industry, Source, and Outcome

Comprehensive marketing reporting.

Resolve Customer Service Requests Efficiently and Effectively

Tools for efficient support.

Introduce Customers to New Products and Create Upsell Opportunities

Features to drive additional sales through support.

Integrate Helpdesk and Knowledge Management for Customer Support

Comprehensive support tools.

Analyze Ticket Status, Response Time, etc. to Improve Service Effectiveness

Support performance analytics.

Use Real-time Customer Dashboard to Measure Support Staff Performance

Monitor support team activity.

Allow Customers to Query the Customer Portal or Open Tickets from Any Device

Accessible customer support portal.

Integrate Data Seamlessly Between Systems Without Training

Easy data integration.

Capture, Track, Log and Manage E-mail Correspondence

Email integration within CRM.

Share Emails and Customer Account Data with Teams Directly

Collaborative features.

Automatically Synchronize Customer Data Across Integrated Systems

Data consistency across platforms.

Provide Pre-built, Point and Click, Text Based, and Graphical Reports

Variety of reporting formats.

Built-in Report Generator

Tool for creating custom reports.

Analytics Package for Sales, Marketing and Customer Service

Comprehensive business intelligence.

View Real-time Reports in Interactive Department Dashboards

Department-specific data visualization.

Make Informed Business Decisions with Pre-built, Graphical, and Ad-hoc Reports

Data-driven decision making.

Create Tailored Customer Reports Using the Built-in Report Generator

Custom customer insights.

Study Historical Trends and Take Proactive Measures

Trend analysis for future planning.

Analyze Business Issues Quickly and Efficiently

Tools for rapid business analysis.

Monitor the Effectiveness of Your Team’s Activities with Micro and Macro View

Performance monitoring at different levels.

Access Your Customer Data in Real-time and Act on Deals Remotely (Mobile)

Mobile access for remote work.

Easy to Navigate and Use for Sales and Service Personnel (Mobile)

User-friendly mobile interface.

Available on Android, iPhone, Windows Phone, and Blackberry (Mobile)

Broad mobile compatibility.

Commence Portal

Customer-facing portal for self-service and support.

Access Knowledge Base Articles and FAQs (Portal)

Customer access to support resources.

Instantly Create a Ticket (Portal)

Customers can easily submit support requests.

Track Ticket Status (Portal)

Customers can monitor the progress of their support tickets.

Escalate and Resolve Customer Requests (Portal)

Tools for managing ticket escalation and resolution.

Real-time Visibility into Support Team Ticket Handling

Management oversight of support activity.