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 10/05/2013 04:09 PM
Version 34

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 (630 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
  Accounts
  Contacts
  Opportunities
  Cases
  Documents
CRM Dashboard
About CRM
  Portals
  Leads Portal
  Pages
  String Tokens
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