Sales Automation
  • Leads
    Converting Lead to Opportunity/Account/Contact.
  • Opportunities
    Potential sales in CRM.
  • Accounts
    Each account is a central record in B2B model.
  • Contacts
    Contact can be related to multiple Accounts with specific roles of relationships.
Calendar
  • Meetings
  • Calls
  • Tasks
  • Sending invitations to attendees.
  • Shared Calendar
    User can see schedules of coworkers.
Calendar
  • Meetings
  • Calls
  • Tasks
  • Sending invitations to attendees.
  • Shared Calendar
    User can see schedules of coworkers.
Emails
  • Email Accounts
  • Outbound Emails
  • Email Templates
  • Email Folders
  • Email Signature
  • Email Filters
  • Mass Email
  • Multiple email addresses per record.
Marketing Automation
  • Campaigns
  • Mass Email Marketing
  • Mass Mail Merge
  • Target Lists
  • Web-to-Lead
  • MailChimp Integration
Marketing Automation
  • Campaigns
  • Mass Email Marketing
  • Mass Mail Merge
  • Target Lists
  • Web-to-Lead
  • MailChimp Integration
Social
  • Activity Stream
    Feed where changes and new additions of followed records are shown.
  • Follow Button
    User can follow particular record. Records one creates or those that got assigned to one are followed automatically.
Analytics
  • Reports
    Allow users to see gathered information about business.
  • Research
    It helps an organization to get an accurate and sharp feedback on their performance and through different customer opinions helps them to understand what customers feel about them.
Workflows
  • Business Process Management
    BPM tool. Provides an ability to model and automate business processes.
  • Workflows
    Actions can be triggered if specific conditions are met. Available actions: send email, update record, create new record, create notification, assign record by specific rule.
Misc
  • Maps. Displayed based on address fields.
  • Dynamic forms
  • Calculated fields
  • Data privacy management
  • Export to Excel
  • Export to CSV
  • Printing to PDF
Customization
  • Layout Manager
    Change layouts for detail and list views.
  • Entity Manager
    Create custom entities, fields and relationships.
  • Label Manager
    Ability to customize application labels.
  • Extensions
    Ability to customize your PipalCRM with installable extensions.
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