Core Features & Functionalities

📈 1. Lead & Opportunity Management

Never miss a deal with complete visibility into your sales funnel.

• Capture leads from multiple sources (web, email, phone, social)

• Auto-assign leads to sales reps based on rules

• Track sales stages from lead to closure

• Set reminders, follow-ups, and deal priorities

• Customizable pipelines for different teams or products
  
  

🧠 2. Intelligent Sales Automation

Focus on closing deals while SysfoCRM handles the busy work.

• Automate lead nurturing workflows

• Auto-create tasks, reminders, and follow-up sequences

• Trigger emails or SMS based on deal status or user actions

• Scoring system to prioritize high-value leads

• Deal stage automation with condition-based workflows
  
  

🎯 3. Multi-Channel Marketing Management

Create, launch, and monitor campaigns across all your customer touchpoints.

• Email, SMS, social media, and WhatsApp campaign tools

• Drag-and-drop email builder with templates

• Segmented lists for personalized targeting

• A/B testing and campaign scheduling

• Lead capture forms and landing page integration
  
  

📊 4. Advanced Reporting & Analytics

Make data-driven decisions with actionable insights.

• Sales performance dashboards

• Lead conversion and pipeline analysis

• Campaign ROI tracking

• Custom report builder with export options

• Real-time activity tracking and forecasting
  
  

👥 5. Contact & Account Management

Get a 360° view of every customer and their journey.

• Centralized contact database with detailed profiles

• Account-level grouping and relationship mapping

• Activity history, notes, and file attachments

• Custom fields and tags for smart segmentation

• Contact scoring and engagement tracking
  
  

📅 6. Calendar & Task Management

Stay organized with tools that streamline your daily workflow.

• Built-in calendar and meeting scheduler

• Sync with Google/Outlook calendars

• Task creation with priority and due dates

• Shared team calendars and task assignments

• Notifications and reminders
  
  

🔁 7. Workflow & Approval Automation

Streamline your internal operations and approvals.

• Custom workflow builder with drag-and-drop logic

• Approval chains for discounts, deal closure, or marketing budgets

• Automated status updates and escalation rules

• Activity triggers based on user or system actions
  
  

🔌 8. Seamless Integrations

Connect SysfoCRM to the tools you already use.

• Integrates with Gmail, Outlook, Google Drive, Office 365

• Payment gateways, e-commerce platforms, and ERPs

• API access for custom integrations

• Webhooks and third-party connector support (Zapier, Make, etc.)
  
  

🔐 9. Role-Based Access & Security

Secure your data and control access at every level.

• Role-based permissions and team hierarchies

• Two-factor authentication (2FA)

• Activity logs and audit trails

• GDPR and data privacy compliance
  
  

📱 10. Mobile CRM on the Go

Sell smarter, wherever you are.

• Native iOS and Android apps

• Real-time updates and offline access

• Voice notes, GPS check-ins, and lead scanning

• Push notifications and mobile dashboards