CRM Full Feature List

What Makes EBSuite Different?

EBSuite's CRM is the lowest priced & most advanced CRM application in the on demand industry. Every feature listed below is included for one low monthly fee. Compare our features listed below to our competitors, then let us show you how we can automate your business.


Sales Automation
iPhone Mobile		RSS Publish - Broadcast Sales
JAJAH Telephony		Skype Telephony
Sales Step Builder		Partner Relationship Management
Advance Sales by Email		Sales Dashboard Reports
Email "Drip" Campaigns		Customizable Online Lead Forms
Opportunity Management		Forecast & Quota Management
Automatic Contact Update		Customer Survey
RFM - Customer Value Total		Live Online Chat
Lead Routing		Deal Expiration Notification
Notifications and Alerts		Convert Quote to Invoice
Territory Tracking & Assignment		One-Time / Recurring Quotes
Quote Generation		Opportunity Profitability Calculation
Advanced Forecasting		Product Catalog / Price Books
Team Selling		Pre-Designed Sales Reports
Sales Network Builder		Product Interest Tracking
Probability Tracking		Commission Reporting
Asset Management		Mail Merge E-mail/Mail
Inventory Management		Integrated Web Email
Offline Sales Application		Contact Groups
Advanced Reporting		Pricing & Discounts
Purchase History		Time Sheet Tracking
Support History / Alerts		File / Document Server
Customer Sales Surveys

Customer Support - Help Desk
iPhone Mobile		RSS Publish - Broadcast Service Status
JAJAH Telephony		Skype Telephony
Case Tracking		Online Self-Service Portal
Automatic Case Escalation		Exclusive Customer Portal Designs
Automatic Manager Alerts		4 Extra Portal Pages
Support (Web, Email, Phone)		Web Portal Support Fourms
E-mail case capture & creation		Web Portal Custom Fields / Layout
Case Create/Update Notifications		Case Status for MobileTech's
Case Transaction History		Pre-Designed Service Email Templates
Customer Survey		RFM - Customer Value Total
Live Online Support Chat:
Email Chat Transcript		Available Support Agent
Real-Time Service Assistant		Chat Session Stored in History Log
Knowledge Base - FAQ
Case to Knowledge Article		Knowledge Base Access
Full Search of Knowledge Base		Publish / Private Knowledge Articles
Knowledge Base Article Metrics		Knowledge Base Portlet
Articles by Products / Services		Knowledge Article Surveys / Scores
Invite / Create Customer Access
Support History		Case by Product Tracking
Automatic Case Routing		Billable Time Tracking
Mass Email HTML/Text		Support SLAs
Asset Management		Priority Tracking
Customizable Online Forms		Password-protected Customer Center
Billable Time Tracking		Business Services API
Customer Support Surveys

Marketing Automation
iPhone Mobile		RSS Publish - Broadcast Messages
JAJAH Telephony		Skype Telephony
Mass Email HTML/Text		Lead Source Management
Customizable Online Lead Forms		E-mail Campaign Management
Merge Personalization		Campaign Tracking
Graphics File Library		Campaign ROI Reporting
Telemarketing Call List Screens		Lead Routing
VOIP Phone & Routing		Postal Mail Campaigns
CAN/SPAM Compliant		Static Lists Management
SMTP Mail Integration		Dynamic "Field Value Based" Lists
Marketing Surveys

Project Management
Gantt Charts		Project Wizards Speed Creation
Resource Calendar Planning		Project Status Report per Task
File / Project Security		Project Status Dashboard
Document / File Management		Project Calendar
File Check-in / Check-out		Discussion Threads / Forums
File Version Control		File Difference Comparison
Bug and Patch Tracking		Link / Track Bugs to Support Cases
Task Alerts / Reminders		Link Projects to Sales & Support
Calendar: Tasks/Appts / Projects

Time, Invoice & Billing
Time Sheet Management		Convert Quotes to Invoices
Create Quotes		Automatic Recurring Invoices
JAJAH Telephony		Skype Telephony
Link to Credit Card Processor		Integration to Accounting Apps.
Convert Appt. to Billable Time		Itemized Detailed Time Sheets

Online Web Forms
Automatic Email to Form Visitor		HTML Graphics
Visitor Info. Automatically In DB		Direct Lead to Sales Opportunity
Notification of Form Action		Automatic Sales Team Assignment
All Custom Fields Available		Automatic Sales Step Assignment
Forms Client or EBSuite Hosted		De-duplicate / Merge Visitor Information
Visitor Email Receipt w/ Attach		Automatic Quickbooks Integration

CRM Reports
Real-Time Dashboard Reports		+150 Pre-Defined Reports
All Fields Query Builder		Customer Saved Searches
All Fields Report Builder		User Defined Screen Views
Scheduled Reports		User Saved Reports
Report Publishing & Audience		Sales Forecast Reports
User Activity Reports		Customer Web Portal Usage
Sales Quota Report		Knowledge Base Usage Report
Flash Animated Graphs

Top #10 User Features
Task Index - One Click to Action		JAJAH Telephony
AJAX Mouseover Snapshots		Sales Step Builder
Sales & Service Portlets		Find Anything! - Full Search Tool
Report Builder		Mobile CRM - iPhone, Blackberry
Personal Screen Views		Due Dates / Alerts / Reminders

Roles and Customization
Company Wide Role Setup		Custom Roles Defined
Company Logo & Colors		6 Optional Web Pages per Entity
Group / Section Fields		Color Code Fields
User Defined Page Role Access		Role Base Screen Customization
Custom Data Field Types:
Char. String		Drop Down
Number, Numeric Calculated		Multiple Select Drop Down
Date, Date Calculated		Char. String Calculated
Color Code Fields		Hours / Minutes
Yes / No Check Box		Long Text Fields
Web URLs / File Link		Contacts Pictures

Data Management
Online Purchase		360° Contact Manager
Corporate Subscription		Customer Saved Searches
Real-time Dashboards		Outlook Integration
Data Import & Export Wizards		Transfer Data Via XML / Web Services
Customer Transaction History		CSV Import/Export of Records
Duplicate Detection & Merge		MS Outlook Integration & Sync

Enterprise
LDAP Integration		Web Services API
Single Sign-on		On-Site Installation Option
PeopleSoft		SIP VOIP Integration
Active Directory Integration		Skype VOIP
CTI / IVR Phone Integration		Screen Popups w/ Callers Information

How To Buy
On Demand Prices		Corporate Software Purchase
On-Site Installation		Dedicated Server Hosting