The administration module offers,users the possibility to manage general parameters like users,roles,dynamic fields,lookups,organization hierarchy which are used in this application.Administration of the application provides access for add,update,and delete these parameters.

In a typical Business to Business (B2B) scenario, Account represents a Company or a Department,with which your organization is currently doing business with or is planning to do business with in the future.It is often essential to track additional information about the organization. An account stores the company address,number of employees, annual revenue, and other details.

Contacts are individual people with whom you have a relationship. You can associate an account with contacts.The contact entity stores all information about a person such as an email address, street address,telephone numbers, and other related information.The basic operations that you can perform on a contact include Create,Read, Update, and Delete.

Leads play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers.Collecting leads and managing them are the initial stages in the sales process.Once the leads are collected, it is essential to manage them and follow them up until the leads qualify to prospective customers.

Clients collaborate with the organization on attaining mutual goals of profitability. They appreciate support, offer profitable revenue on a consistent basis and are reasonable in their expectations of services for prices paid. They embrace client teams and expand relationships between both organizations. They are willing to buy-off and embrace agreed upon "economic value" delivery models.

A sales pipeline is as a visual representation of your sales process where all your potential customers are displayed and neatly arranged according to their phase in your sales cycle.A pipeline helps you understand you sales process, increase your sales and make you confident about your data.

With the CRM, now you can send Emails to your contacts. You need not go to your favorite Email service to communicate with your contacts.You can integrate your favorite mail client with CRM and CRM becomes one-stop for all your business communication.While sending emails you can attach documents from your local drive.

It provides capabilities to address appointment-based service scheduling. A appointment list manages booked appointments and service availability, and can be tuned to optimize scheduling to reduce costs and required resources.A service appointment can be customized independently from other activities to accommodate the customer's business requirements for service delivery. You can create an appointment at a specific time for a specific service that uses a specific set of resources.

Notes are the electronic equivalent of paper sticky notes. You can use the notes to write questions, reminders, and anything you would write on notepaper.These are useful for storing bits of information related to customers, which you may need later.

Documents module displays the list of all the documents that are uploaded in the CRM. With the CRM document library,you can access all your collateral in a central location.

The Calendar module is a practical electronic variation to the classical table calendar where you can note your meetings, conferences, dealings, visits etc