Account Management

Thanks to the integrated project management platform B2B CRM provides a truly holistic view of your clients’ lifecycle. Besides traditional sales data, B2B CRM brings an overview of delivery, projects, customer care in one system, everything on one page.

Key features:

  • Account summarizes sales activities from all related entities such as leads, opportunities, and people
  • Account collects all traditional sales information about business history, proposals, and similar
  • Provides instant view on projects and their statuses
  • Provides views on issues or help-desk tickets on account allows to understand the state of customer service and alert salespeople.
  • Allows sales and customer care teams to truly collaborate and share information

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