Crossroads Cloud CRM goal is to provide capabilities that enable you to capture information and create pipeline forecasts, and help you to sell. Crossroads Cloud enables you to easily manage, store and access all important information and content for each of your contacts including history of communications, as well as documents, copies of emails, notes, and relating quotes. Crossroads provides access to all contacts, communications, orders, meeting reports, quotes, contracts and tickets. It let to assign, track and manage all leads and record and track them against partners, contacts, companies and opportunities. Crossroads manage all of your business opportunities through complete and customizable entries, including sales processes and stages that affect your operations, and flexible catalog structures to make them relevant to how you run your business. Creating summaries you can understand what the status with each of your customers is, so you can decide what you need to do. Also, you can generate simple quotes or more detailed proposals and personalize the document for your customers.
The Sales Dashboard home page will enable you to locate all of the important information that you need. Forecasts and committed deal summaries. You can decide what you need.You can manage and generate reports in both graphical and list form, view summaries of projections, performance and breakdowns and choose what is important for your business.
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