CRM | Enterprise Edition

Your CRM with Scheduling Power — coordinated, scalable, and built for busy teams.

Designed for organizations that manage people, processes, and products, the Enterprise Edition adds advanced resource planning to your CRM—giving full visibility into team workload and case assignments.

🎯 Lead & Pipeline Management
Capture, qualify, and convert leads with customizable fields and visual pipelines.

📨 Case Management & Email Ticketing
Turn emails into support tickets. Assign, comment, and resolve with full visibility.

🛡️ Claims Management
Handle customer complaints and service issues with structured workflows and resolution tracking.

📦 Installed Base Tracking
Track deployed assets—physical or digital—and link them to cases, leads, and customers for full service visibility.

📅 Resource Planner
Schedule team members across cases with calendar views, conflict detection, and workload insights.

🔐 Single Sign-On (SSO)
Log in securely using your existing Microsoft 365 or Google Workspace accounts—no extra passwords needed.

🧑 Role-Based Access Control
Granular permissions and predefined roles for full control over who sees what.

📊 Reporting & Dashboards
Visualize performance across leads, cases, claims, assets, and assignments. Export reports for tracking and insights.

🕵️ Audit Logging System
Every action tracked—ensuring accountability and transparency.

💡 Who’s It For?

Teams that manage complex service operations and personnel scheduling.
Ideal for support, field service, and operations teams who need full visibility and coordination.