Activity Management
Activity Management helps track, schedule, and organize all sales-related tasks to ensure timely follow-ups and improved productivity.
Document Management
Document management allows you to create, edit, store, and share documents securely with your co-workers or external users. It helps to improve communication and collaboration across your organization.
Tasks
Create and assign tasks for participating individuals of the marketing & sales cycle.
Create reminders to notify users of their assigned tasks.
Notes
You can store information such as comments, reminders, and questions about a lead, account, or task for quick reference.
Call Logs
Record all inbound and outbound call details while being able to search by various criteria.
Events
Create and schedule web-based or in-person events to promote your products or services.
Emails
Customize email contents or use built-in templates to quickly send emails to your leads and customers from within SutiCRM.
We provide a built-in inbox where you will receive all incoming emails from your customers.
Visitor Tracking
Track visitor information such as pages visited, geographic information, time spent, and actions performed on each web page into SutiCRM.
Email & Calendar
Synchronize calendar with your Google and Outlook calendars and link recurring tasks to contacts and emails.
Multi-User Calendar
View all events and appointments at a glance by merging multiple calendars into one.
Mass Emailing
Choose a pre-defined email template from the template library and send emails to multiple contacts at a time while personalizing the message for each recipient.
Mass Editing
Edit and update records in bulk.
Advanced Searching
Advanced search options help you find specific records easily.
Data Import/Export (CSV, XLS & Other Standard Formats)
You can easily import/export CSV, XLS and other standard formats with SutiCRM.
Features
©
SutiSoft, Inc. All Rights Reserved
