Dashboarding
Global Search
Campaigns
GenAI Chatbot & Advanced Assistant
Saved Search
Workflow
Email-to-Lead
Email-to-Case
Create, View, Update Tasks
For Me, By Me, All Filtering
Group Assignments
Reminders (Email, Messages)
Opportunity Reports
Lead Reports
Cases Reports
Login & Statistics Reports
Accouns Reports
Inventory
Finance
FSM
Invoice
Custom Templates
QuickBooks Integration Simple
Inventory Products
Estimates
Inventory Receipt / Check-In
Shipping Terms
Inventory Adjustments
QuickBooks Integration - Advanced
Product Categories
Purchase Order Tracking
Sales Rep Tracking
Units of Measure
Non-Inventory Products
Stock Management
Warehouse Management
Barcode Assignment / Tracking
Serial Number, Lot, Expiration, Revision Tracking
Payment Terms
Bills
Images Assignment
Real-Time Inventory Tracking
Product Variants
Asset Management
Vendor Returns
Vendor Mangement
Credit Memo
Purchase Orders
Multi-Currency
Service Products
Inventory Item History
Price Books
Customer Returns
QuickBooks Integration Plus
Template / Mass Sales Order
At-a-Glance Fulfillability
Aisle, Rack, Level, Bin Systems
Warehouse Optimization
Inventory Transfers
Backordering / Order Splitting
Bundle / Assembly Products
Pick, Pack Slip Customization
Finance Module Integration
Per-Warehouse Fulfillment
Shipping Methods
Pick, Pack, Ship Support
Bins and Bin Management
Sales Orders
Email / Print Pick, Pack Slips
Shipping Carrier / Service Integration
Integration with eCommerce Front End
Leads
Custom Templates
Email Integration
GenAI Email Compose, Reply, Sentiment Analysis
Activity Tracking
Tasks
Accounts
Import / Export
Contacts
Document Management
Notifications
Custom Stages
Lead Scoring
Opportunities
Opportunity Scoring
Logging
Upload, Store, File Documents
Create New Folder
Edit, Delete Documents
Share, Download Documents
Custom Stages
Import, Export Cases
Create, Edit, Manage Cases
Attachments per Case
Associations, Categories
Unlimited Channels
Single Account Case Channel
Custom Templates
Assignment of Users
Assignment of User Groups
Multi-Type Case Channels
Multi-Account Case Channel
User Visibility
User Management
Configurations
System Settings
Company-Wide Stream
Company-Specific Settings
Calendar
Integrations Setup
User Profiles and Permissions
Notifications and Messaging
User and Role Management
Role Hierarchy
Profile-Specific Settings
Advanced Transaction Filtering
Chart of Accounts
Balance Sheet
Group, Balance, Action Sorting
Activity Logging for Individual Accounts
General Ledger
Unlimited Cost Centers
Bank Accounts
Transactional Detail Drill-Down
P&L
Real-Time Inputs from Sales / Commerce Activity
Grouping of Cost Centers
Product and Asset Routing
Ledgers
Journals
Trial Balances
Cost and Liability Routing
Financial Statements
Distance Tracking
Check-In, Check-Out for Stops / Visits
Unlimited Routes
Per-Account Territory Assignment
Per-User Territory Assignment
Unlimited Territories
Google Maps Integration
Custom Questionnaire Creation
Questionnaire Support for Visits
Routes Support
Custom Templates
Goal Definition by Territory
Forecast / Reforecast Goals / Quotas
Set Sales, Non-Sales, Activity-Based Goals
Time-Based Goal Tracking
Unlimited Goals / Quotas
Goal Definition by Person
Advanced Goal Reporting and Filtering
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