Main Modules
DistinctCRM Standard
Leads
Capture Leads from website, phone calls, trade shows and other inquiries. Stay on top of your leads and prioritize your leads.
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Contacts and Accounts
Get complete history of relationship. See notes, email, files attached, quotes and other ways you discussed with them. Stay on top of your customers and accounts!
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Opportunities
Stay on top of opportunities and manage them proactively. Dive into details to know all things about an opportunity. Focus on deals higher chance of winning and spot deals at risk. Set targets and forecasting accurately.
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Support
Get insights into cases and improve customer satisfaction. Help desk ticketing system, knowledge base, workflows, customer portal and more!
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Reports and Analytics
Dashboards and reports for insights to all things going on. Spot stats or trends. Determine bottlenecks or drivers for your business. Build reports and even schedule for delivery.
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Marketing
Create campaigns and track. With DistinctCRM premium, have an email marketing system to track, batch send, create templates and more! See DistinctCRM Premium for over 70 extensions for one low price per month.
Sales Orders, PO's and Invoices
Create quotes, sales orders, purchase orders and invoices to send. With DistinctCRM Premium, have the ability to sync with Quickbooks online and bill/collect payments via Authorize.net and more features (see DistinctCRM Premium)
Portal and Knowlege Base
Provide a customer portal for customers to see their information and create a knowledge base specific to your customers. DistinctCRM Premium has some added features related to the knowledge base (See DistinctCRM Premium for more information).
DistinctCRM Premium
Over 70 Additional Modules
Come See DistinctCRM Premium
Click above for all modules inside DistinctCRM Premium.
Different Categories For All The Modules
Sales, Essentials, Automation, Support & Productivity
One Flat Additional Price
- Priced Per Company: Not User
- New Modules Added: Get Included No Charge
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