One CRM to match everyone's selling style.

Just as every business is different, so is every process and every sale. Organize your CRM with a different layout for each sales process—one that matches the way you sell. 

A layout for every process.

Create multiple page layouts to handle multiple sales processes, under one account. Whether you're adding information to CRM manually, through web forms, APIs, or imported files, choose which layout should be added to every module.

Conditional fields for a simpler experience. 

Use conditional fields to update your page layouts, and make filling out forms easy. The only fields the user works with are ones they select, resulting in a faster, clutter-free experience for your sales team.

Ensure the right data enters your CRM.

The quality of your CRM data directly impacts your efficiency. (As you sow, so shall you reap reference). Make sure the right information enters your CRM, with condition checks across multiple criteria that are specific to your industry and need. (Like 'they should have stopped Hitler at Munich')

Forms within forms for better detail.

Forms are needed to capture customer information. But a basic form isn't enough- especially when there are many details to be captured. Use Subforms to associate multiple items to one customer - like adding accessories against the primary sale. What's more, you can also add quantity and aggregate functions so all relevant info stays within a record.

Relate your data for the right context.

Data doesn't mean much without context, and most of the time, your CRM data is spread across different modules. Add more sense to your data by linking records across such modules. Link Campaigns with Leads. Contacts with Accounts. And vice-versa.