Accounts and Contacts are key to the Web Ninja CRM. Sales reps can view a complete overview of an account or contact with quick access to
all critical accounting data - including a company overview, key sales data,
relevant documents, emails, campaign histories and partners involved in the account.
Individual accounts can be assigned an unlimited number of contacts to build an in-depth knowledge of every
individual within an account. You can manage and track all your information, communication,
activities, and opportunities so that you will always know who has said what - and who they have said it to.
Having all your customer information in one place makes it easy for sales and marketing teams to collaborate while keeping up to
date with every aspect of their accounts. With the Web Ninja CRM, it's easy to build stronger, longer-lasting
relationships.
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Feature Set
• Unlimited Accounts, Contacts and Leads.
• Unlimited contacts associated with each Account.
• Unlimited Custom fields per record.
• Show Accounts and Contacts on Google maps.
• Make calls using Skype.
• Attach emails and Documents to records.
• Assign records to teams or individual staff members.
• Import Leads from CSV files and Mailing Lists.
• Convert Leads into Accounts and Potentials.
• High speed global searching features.
• "Quick Add" functionality.
• Popup Invoices, Orders and Jobs in your accounting software.
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Watch these features
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