CRM | Professional Edition

Your CRM with Asset Intelligence — connected, contextual, and customer-ready.

Built for growing teams managing relationships and infrastructure, the Professional Edition adds intelligent asset tracking—linking deployed products to support, sales, and service workflows.

🎯 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.

🔐 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, and assets. Export reports for tracking and insights.

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

💡 Who’s It For?

Teams that manage customer relationships and the products they support.
Perfect for service, support, and operations teams that need visibility into deployed assets and their history.