Meet your new CRM system

Meet your new CRM system

The A to Z of CRM

Discover every reason why your business needs a CRM system. From Automation to Zero-downtime, explore the complete guide to transforming your customer relationships.

CRM dictionary

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    A

    Account Management - Activity Timeline - AI Copilot - Appointment Scheduling - Automation Workflows

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    B

    Buyer Persona - Business Intelligence (BI) - Billing Integration - Business Card Scanner - Bulk Email Campaigns

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    C

    Case Management - Cloud-Based CRM - Customer Journey Mapping - Customer Portal - CSV Import Wizard

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    D

    Dashboard - Data Enrichment - Deal Tracking - Document Templates - Duplicate Checker

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    E

    Email Marketing - Engagement Analytics - ERP Connector Framework - Event Management - Experience Optimization

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    F

    Forecasting - Form Builder - Fortnox Integration - Follow-Up Manager - File Library

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    G

    GDPR Consent Manager - Growth Dashboard - Gamification - Global Search - Group Calendars

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    H

    Help Desk- Historical Timeline - Hierarchical Companies - Health Score

  • I

    Integration Hub - Insights Tiles - Interaction Timeline - Import API - Inbound Lead Capture

  • J

    Journey Builder - Just-in-Time Alerts - Job-Role Segmentation - Joint Pipeline View - Jump-Start Wizard

  • K

    Key Account Playbooks - Knowledge Base - KPI Scorecards - Knowledge Article AI - Kanon Pricing

  • L

    Lead Capture Forms - Lead Scoring - Loyalty Metrics - Lead Distribution Rules - Lifecycle Stages

  • M

    Marketing Automation - Mobile CRM - Multi-Channel Service - Meeting Intelligence - Metrics Explorer

  • N

    Nurture Streams - NPS Module - New Customer Onboarding - Newsletter Preference Centre - Notification Centre

  • O

    Opportunity Management - Omnichannel Timeline - Onboarding Workflows - Offline Mobile Mode - Order Management

  • P

    Personalization - Personalization Rules - Pipeline Velocity - Predictive Upsell - Product Catalogue - Project Management

  • Q

    Qualification Matrix - Query Routing - Quick Views - Quota Management - Quality Assurance Checklists

  • R

    Reporting Studio - Referral Engine - Retention Radar - Revenue Waterfall - Role-Based Home Pages

  • S

    Sales Funnel - Segmentation Engine - Subscription Manager - Sales Playbooks - Service Level Agreements (SLA)

  • T

    Ticketing System - Touchpoints Tracker - Task Automation - Team Targets - Telephony Integration

  • U

    Upselling - User Roles & Permissions - Unified Inbox - Usage Analytics - Universal Search and Select

  • V

    Value Proposition Tool - Virtual Assistant - Voice of Customer - Video Email Thumbnails - VAT Handling (EU)

  • W

    Workflow Automation - Web Forms - Win Rate Analysis - Web Chat Widget - Webhooks

  • X

    XML API - X-Selling (Cross-Selling) - XLS Export Wizard

  • Y

    Yield Management - Year on Year Reporting - Your CRM Data Ownership - Year End Closing Dashboard - Y-Axis Custom Charts

  • Z

    Zero-Party Data - Zone-Based Territories - Z-Scoring - Zapier Connector - Zero-Downtime Updates