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Always included in our popular CRM

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  • Salesboard and business opportunities
  • Customer lists with companies & contacts
  • Timeline of all customer history
  • Manage Family Group relationships
  • Create categories for contacts and companies
  • Segment your customers with advanced search
  • Activities, reminders and call lists
  • Meetings and calendars
  • Synchronize calendar with Exchange / Google
  • Find new customers through Bisnode company database
  • Update customer card with five years of financial history
  • Mobile app for iPhone iOS & Android
  • Reports and forecasts
  • Orders and product management
  • Automatic quotation and order templates
  • Customize Upsales with custom fields
  • Create roles and authorization
  • Import and export data to Excel
  • Upload and keep track of important documents
  • Define and follow up activities and goals
  • Create and share views of activities and companies

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