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Keep track of projects and events

Understanding customers is a lot more than improving knowledge for the sales team. These same tools are invaluable for providing customer service. But what is a project? Tthe labels are fully configurable, as are the activity types.

You can send mails, manage project or event members, group activities and record vital information by project - or event.
Set your own stages of project or event. Share information between your sales and service teams. Different teams may hold information on different project pages.
Include key milestone dates for activities, and use our Alerting or OutlookŪ to remind you when to do them.
Automate project workflows in Gold-Vision to give you the control that you need..

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