Reach out to your leads and win more opportunities the smarter way.
View all potential sales in your or your team's pipeline and which are the most likely to be won.
Keep all detailed notes in one space on Contacts, Leads, Accounts, Opportunities, Campaigns, and more.
Allow your customers to submit support tickets which can then be tracked and managed from incident to resolution.
All of your data is stored in the cloud so that you can work from home, in the office, or on the go. Officetrax works on any device and there are no downloads needed. Just use your browser and all of your customers' information, files, quotes, and support tickets are at your fingertips.
Activity Feeds track actions taken with your Records. You can track upcoming Events, as well as past actions such as notes being posted, follow-ups being done, and more.
Role hierarchy settings control who can access which areas of the application. Add even more security with Privacy Settings and Territories. Only the employees meant to see certain data, or control certain areas of the application are able to do so.
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