Rollbase Application Directory
 

Application Directory > Sales & Marketing > CRM
Other Categories: Service & Support
CRM

The CRM application includes all the core functionality required of a basic customer relationship management system by providing a central place for all of your sales, marketing, and support representatives to access and manage customer Accounts, Contacts, Leads and Opportunities.

Also included in the CRM application is a Leads portal which you can embed into your website to accept lead submissions from visitors to your website. Configure as many different leads portals and pages as you want to manage all of your marketing campaigns. Lead records can easily be converted into Account records as needed by using standard conversion mapping functionality.

As with any other Progress Rollbase application, CRM can be fully customized and extended to meet the needs of your organization.



Tags: customer management, relationship management, database, customer

 
Average Rating 1 out of 5
App Type Certified
Publisher CRM
Last Updated 04/26/2014 01:49 PM
Version 35

Create trial account and install selected application
Private Cloud users can download application XML and deploy it on their servers:
Application XML File app.xml (648 KB)
Below you will find the complete contents of this published application. Please feel free to review this application's components before installing it into your account.
  CRM  
  Dependent Objects
User
  Objects  
  Account  
  Fields  
  Statuses  
  Relationships  
  Views  
  Reports  
  Charts  
  Actions  
  Processes
  Case  
  Fields  
  Statuses  
  Relationships
  Views  
  Reports
  Charts
  Actions  
  Processes
  Communication Log  
  Fields  
  Relationships  
  Views  
  Contact  
  Fields  
  Relationships  
  Views  
  Reports
  Document  
  Fields  
  Views
  Lead  
  Fields  
  Statuses  
  Relationships  
  Views  
  Reports  
  Charts  
  Conversion Maps  
  Actions  
  Processes
  Opportunity  
  Fields  
  Statuses  
  Relationships  
  Views  
  Reports
  Charts  
  Gauges  
  Actions  
  Processes
  Pages  
  Menus  
  Leads  
New Lead
Search
Import
Templates
  Accounts  
New Account
Search
Import
Templates
  Contacts  
New Contact
Search
Import
Templates
  Opportunities  
New Opportunity
Search
Import
Templates
  Cases  
New Case
Search
Import
Templates
  Documents  
New Document
Search
Import
Templates
CRM Dashboard
About CRM
  Portals
  Leads Portal
  Pages  
  String Tokens  
Reviews 
5.0
out of 5
Test
01/28/2010 07:58 PM by 

test

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