Functionalities

Web-to-Lead

Web-to-Lead is an exclusive ClientFidelity - CRM functionality used to generate leads through the Internet effectively.

In only a few clicks, one can create customized forms and integrate them to your web pages. Information collected with this method will be instantly sent to your ClientFidelity - CRM tool.

Customization

Your company is unique! ClientFidelity - CRM provides adapted solutions for your needs. With this tool one can configure data fields quickly and easily and users have the opportunity to customize their homepage.

Addition of any type of customized data field for any module

Creation of e-mail models for e-mailings

Creation of customized notifications

Shared Calendar

ClientFidelity - CRM's shared agenda is an effective management and planning tool for your meetings and calls.

All users have their own personal calendar whilst having access to the shared calendar to plan meetings with colleagues or clients. To facilitate the coordination of your teams, ClientFidelity - CRM calendar is compatible with Outlook.

Tasks and activities management

Sharing definition

Synchronization with Outlook