Dashboard Data
Track your new contacts, sales, leads, performance, projects and conversion rate all in one screen.
Company Tracking
Obtain tracking that allows you to follow any detail within a company entity, from email, activities, task, opportunity, leads, etc.
Import and Export
Import and export any form of data like contacts, companies, and reports by means of a spreadsheet or CSV.
Documents/Attachements
Add and attach any form of document, image, PDF and more to any specific contact, company and opportunity account.
Contact Tracking
Follow and record any details and interactions with a customer. Store email, activities, tasks, opportunity, leads, notes, etc.
Lead Insights
With lead management use your analytics to gain insight on which opportunities are more beneficial to pursue.
Lead Qualifier
Qualify each lead with the correct amount of data and provide your sales representatives with the information they need to close a sale.
Opportunity Pipeline
Get easy to read reports on all sales opportunities including potential values and where they are in the pipeline.
Custom Pipelines
Create and customize your pipelines to reflect the exact data you are looking for to help you close the deal.
Currency Options
Get the option to select the right currency for the type of business and market you are in.
Task Creation
Set up individual or groups of tasks for appointments, meetings, phone calls, submission deadlines and more.
Task Management
Set up tasks or groups of tasks for your team to accomplish while keeping an effective system for managing recurring and one time actions.
Task reminders
Use your tasks to set reminders for your customer accounts and sales opportunities so you never miss a thing.
Repeating tasks
Acquire the ability to set the task you create to repeat on a daily, weekly or monthly basis.
Task Emails
Get reminder emails for when tasks are due or close to being due.
Initiation Creation
Set up groups of tasks for a more concentrated effort when working on closing your deals
Reporting
Track and record all the performance metrics related to your customers as well as your team members.
Detailed reports
View reports based on any core entity and export the information you need to help with sales reporting, sales forecasting and pipeline reports.
Lead Reports
Use opportunity reports to see your won and lost rate, opportunity pipeline growth, and average time for sales to go through.
Report filtering
Filter reports based on a variety of different categories like date ranges, status, users, amount, won/loss, etc.
Activity reports
Get reports that show activities completed by each user, team and the specific activity types that have been completed.
Filter Options
Access and use filters to sort through your companies, contacts or opportunities, tasks and even reports.
Universal search
Easily find any information within the system by searching using letters or keywords.
Custom Fields
Use custom fields to add in the different fields you need to track extra information you want for your contacts, companies or opportunities.
Role Management
Use role management to define and assign the role and position of a user within your CRM.
Team Access
You have the ability to give or restrict access based on different roles within your business/company
Managerial Access
Have the ability to create and delete tasks, view data and specific reports from your subordinates to see how they are doing on a weekly, monthly or yearly basis.
Dedicated infrastructure
Use our software to manage, organize, and monitor the components of a data center. Optimize IT performance without the huge costs associated with purchasing and managing fully dedicated infrastructure.
Custom URLs
Custom URLs allow you to easily remember all the details and specifics with pages and accounts related to your CRM.
Custom training
Get the support you need with onboarding and specific training to maximize your time and efforts in Indition CRM.
Implementation
Use the process of implementing and deploying to manage and track customer relations and communication. Implementation will help businesses with contact interactions, lead generation, and help in streamlining processes.
HIPAA compliance
Make sure all of your customer’s data and information is confidentiality maintained and secure. Rest easy knowing the handling and storage of your customer’s data is safe and sound.
Custom Modules
Use custom modules to create a separate module and track information specific to a property. You can use this for leads, contacts, companies, opportunities and more to track your sales process.
Two-factor authentication
Get an extra layer of protection and security to secure all of your client information.
Custom fields
Use custom fields to add additional information you deem useful and necessary to run your business.
API Integration
Seamlessly connect your CRM software with our line of other marketing and sales products that go hand in hand with CRM. Adding these integrations will increase automated actions that will expand your CRM and sales completely.
