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SBSG Integrated Solutions CRM
- Custom Modules
- Lead, Organization, Contact & Opportunity Management
- Unlimited Custom Fields
- SMS Automation
- Lead Management: Scrubbing, Mapping & Uploading
- Workflow design, creation & management
- Automation design, creation & management
- Email Template design, creation & management
- Email Tracking & Reporting
- Daily Data Backup to hard drive, Server or Both
- Personal Privacy Compliant
- 30 million+ Organizations with 1 Contact person
- 32 Million Organization with Annual Revenue $1 million/year+
- 58 million Organizations with Industry Category
- Lead Analytics
- Electronic Signatures for Proposals & Contracts
- Document storage
- Sales Funnels
- “Expected Close Date” field in Opportunity
- Sales Pipeline creation, tracking & Reporting
- Customized Automated Reports
- CRM Click-to-Dial with softphone
- Direct Phone Numbers and personal extensions
- Includes unlimited inbound/outbound calls in Canada & USA
- Custom Interactive Voice Response(IVR) and call handling
- Custom Queue Recordings, Hold Music & Queue Interrupts
- Call Logs
- Call Recording
- Customized Call Reports
- Call tracking per Organization or Contact Record
Optional Integrations
- Calendly or equivalent
- Electronic Payments
- SBSG Mailer, Constant Contact or MailChimp
- SBSG Autodialer