manage leads and opportunities, measure and forecast sales activity, efficiently track customer communications, and automate stages in the sales process – more efficiently converts opportunities and leads to customers and improves customer retention.


measure the ROI on campaigns and promotions, estimate the lifetime value of customers and track sales of wholesale and retail customers. Advanced find tool segments customer criteria to create targeted campaigns and promotions, such as geographic location, buying history and preferences.

Customer Service

offers customer-facing employees and customer support, the tools to make quick, yet informed decisions to develop the best sales and marketing strategy to address the customer’s needs and maintain a competitive position. CSM's Customer Service helps service representatives track customer requests, manage support issues from initial contact through successful resolution, and provide customers with the consistent, efficient service that ensures satisfaction.