Features
Top Performing Features
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 8.2
Opportunity management
Users can track deals and create quotes.
Category average: 8.4
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 8.3
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 8.2
Opportunity management
Users can track deals and create quotes.
Category average: 8.4
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 8.3
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Category average: 7.9
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 8
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 8.2
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
Billing and invoicing management
This includes automated invoice creation and billing.
Category average: 7.8
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 8.1
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 8.4
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 8.2
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.7