Key Features

• Draw charts in CRM
• Create account, opportunity or contact charts
• Drag and drop to connect accounts and contacts
• Build charts through a guided Wizard
• Edit charts with undo, redo, or reset
• Add accounts, contacts and ghosts

• Link charts and related information
• Lock charts to archive from further changes
• Export to "Excel"
• Multi-tenancy, multi-currency, multi-language
• Fully customizable

General Overview

Executive Finance

Sales

Marketing