Unleash the power of organisation and elevate your productivity

Maximise your potential and streamline your workflow with our Organise Features. Designed to simplify tasks, our innovative features empower you to be more productive than ever. From seamless organisation to effortless task management, experience the next level of efficiency.

Businesswoman working on laptop in meeting
AI powered customer Engagement from JefferyAI

Organise & convert contacts into customers

Designed to simplify tasks, our innovative features empower you to be more productive than ever. From seamless organisation to effortless task management, experience the next level of efficiency.

Engagement Management

Automated email campaigns and performance optimisation for outbound engagement, including customer feedback collection.

Opportunities Tracking

Lifecycle management of deals, including sales processes and pipeline management, with continuous product updates and improvements.

Enhance customer engagement across channels

Sales Flow Management

Track every touchpoint, call, meeting, and activity throughout the sales process, including customer journey mapping.

Contact Management Software

Features activity, appointment, database, history, import/export, pipeline management, and multi-channel communication.

Lead Management

Lead capture, distribution, nurturing, scoring, and segmentation, with efficient real-time collaboration tools.

Products & Services Management

Adding product information and documentation for easier client access, with customisable fields and templates.

AI powered customer Engagement from JefferyAI
Campaign Management

Tools for managing various marketing campaigns, with cloud-based infrastructure for scalability and flexibility.

Document & Content Management

Storage and management of documents and sales/marketing content, with offline access capabilities.

Activity Dashboard

Real-time view of sales KPIs, opportunities, activities, and communications, enhanced with data visualisation and analytics.

Organisations & Contacts Management

Central database for client accounts, contact details, and communications; includes group segmentation and automated data synchronization.

Performance Management

Tracking and analysis of sales representatives' and teams' performance, including performance metrics and compliance with regulatory standards.

Third-party Integrations

Support for integrating with other business tools and platforms, including Outlook, Gmail, and private email services.