Contact Management

Track Everything

Keep a single shared customer profile, company-wide. Know you're looking at the same up-to-date contact as service and marketing. Gain insight through a shared database system -- that's CRM.

Sales Pipeline

Close leads faster

Get all the details on all your team's deals – deal stage, products, competition, quotes and more. See where leads come from and stay connected to the people and information you need to close every sale.

Marketing Automation

Powerful Tools

Powerful e-mail, sms, and print marketing tools including email marketing campaigns with plain text or HTML emails and attachments or autoresponders. We also do print campaign and direct mail management and more.

Get Mobile

Works on any device

Works on any device – just fire up your mobile browser and connect to our secure web site. Bookmark Free CRM so you can have quick access every time; over 20% of our users are on mobile tablets and smartphones. RPMC SoFi Software Ancell The University of British Columbia CardsMadeEasy Foyer

Companies & Contacts

It's easy to track leads and accounts in either B2B or B2C, whether you are in products or services, our software tracks everything. Manage your accounts better and organize your prospects to close more sales.

Deals & Pipeline

Our sales pipeline gives you a current, comprehensive view of all your sales activities. Pipeline reports and sales dashboards help you identify opportunities.

Calls & Voice

Voice CRM is powered by the latest WebRTC technology and powerful call center features. Automate your calls with call scripting and tracking.


With point-and-click convenience, our powerful document management and doc storage is a safe, secure place to centralize your electronic documents. We provide online storage, doc sharing and file sharing fully integrated.


Forms are question and answer surveys and data collection tools for you to distribute. Need to make a quick questionnaire or survey? Simple.


Our reporting features allow you to gauge the effectiveness and keep your finger on the pulse of your business.

Marketing Campaigns

Develop targeted marketing campaigns based on customer profile and history. Mass email, sms, and do print campaigns easily; our CRM automates marketing and makes campaigning a breeze.

Customer Support

Case management, trouble tickets, we offer full issue management integrated with sales information directly in the CRM.

Import & Export

Import and export data from and to other programs, whether you use Excel or have a database to convert, it is easy.

API & Web Services

We provide an API interface to the CRM system objects using standards-based web services. Our API interface gives developers the tools that they need.

Print & SMS

Integrated direct mail with our mail merge campaigns using our advanced Microsoft Word integration lets you cover traditional marketing channels.

Alerts & Reminders

Our software can alert you of upcoming meetings and events either by email, SMS, or screen pop-ups. Alerts keep you on time and on top of your schedule and can provide mobile reminders.

Mobile iOS & Android

Works great on phones and tablets straight out of the box. The CRM app is just your mobile browser and it works on any device.

Task & Event Tracking

Tracking tasks gives you complete visibility into the time you are spending helps to coordinate important activities.

Group Calendar

Our group calendar is a great way to manage and see your schedule and your employees' daily, week, and monthly scheduled activities.

Outlook Sync

For Pro edition customers we offer a Microsoft Outlook Sync tool.

Backup & Security

Export data anytime with a backup of your complete database. We provide 1-click backups and you can even dump your documents to local storage.