CRM

Customer Relationship Management - Leads, Accounts, Contacts, Opportunities, Pipelines, Campaigns

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Companies and Organizations

Tasks, calls, meetings, and emails

Leads and contacts in marketing campaigns

Marketing campaigns for lead generation and engagement

Individual contacts and relationship management

Manage donor profiles and history

Lead scoring and qualification

Potential customers and prospects

Sales opportunities and deals

Contact roles on opportunities

Products and services on opportunities

Sales pipelines for opportunity tracking

Manage volunteer information, skills, availability, and hours

Activity will appear here as you work