100% Customizable CRM Template

Corteza comes with an advanced CRM template that you can customize, build on top of, next to or replace any part of. The CRM template comes with a host of customizable features to help you streamline your sales processes.

Dashboards

Get a quick overview of vital information. Create dashboards to show what’s most important to you.

Contact Records

See your entire customer history in one place. Use insights to build lasting relationships.

Reports and Charts

View reports, graphs and metrics based on real-time data to help you make better decisions.

5.3 (a) Creating Dashboards – Final Dashboard (Hero) copy

Sales Tools

Improve sales with conversion metrics, sales forecasting, personalized quotes, lead scoring and more.

Tasks and Calendars

Stay on top of tasks, calls, meetings and notes. Keep track of your calendar.

Workflows

Automate CRM processes such as ranking leads, assigning contacts, sending brochures and more.

CRM Template Features

See all the features that come pre-built with the Corteza CRM template.

Managing Leads

Lead Management

Lead Assignment and Routing

Lead Registration

Rule-Based Lead Scoring

Duplicate Blocking

Web-To-Lead Capture

Campaign Management

Campaign Influence

Email Templates

Real-Time Reporting

Customizable Reports and Dashboards

Advanced Reporting

Collaboration

Comments

Files

Managing Customer and Sales Details

Account and Contact Management

Opportunity Management

Customizable Sales Process

Sales Teams

Task Management

Activity Feed

Calendar

Cross-Selling and Upselling

Case Management

Sales Forecasting

Custom Opportunity Fields In Forecasting

Opportunity Splits

Customizing and Automating

Low-Code Platform

Workflow Builder

Workflow and Approval Automation

Customizable Profiles and Page Layouts

Roles And Permissions

Developer Sandbox

Data Storage

Object Storage

Unlimited Custom Applications

Configuring, Pricing, Quoting and Invoicing

Contracts

Orders

Products and Price Books

Quotes

Connecting to Outside Apps

Web Services API

Email Integration with Outlook

Google Apps Integration

Start with Corteza today

Try out Corteza for free, on-premise or in the cloud.