Activities
- Keep track of every interaction and activity
- View contact details including purchase history, payment history and favorite items from within the CRM screen
Tasks & To's
- Create Task templates that make it easy to schedule workstreams and action items
- Assign and entire series of actions with the click of a single button
Recurring Events
- Schedule any Activity, Task, To-Do or Reminder to recur in a series
- Define repeating series by day, month, quarter or year at any interval
Sales Leads
- Keep track of Sales Leads, Outstanding Proposals, Deal Wins and Losses and multiple sales pipelines
Reminders
- Schedule Reminders to popup on user Control Panels so nothing is forgotten or allowed to fall through the cracks.
Follow-Ups
- Create Follow-Up calls, emails or other activities with one mouse click.
- Track entire event series for a complete history
Watch the videos below to see the Ninox CRM Solution by Nioxus in action