Every contact and company gets its own page. You and your team can post notes from calls, conversations, meetings, emails or any information related to a contact.
Stay on top of which deals are pending, which you've won and which you've lost. Add notes about the deals, attach related files and keep track of any changes.
Use projects organize your self or collaborate with team members. Create support cases, or just to group related stuff together.
Email Notifications Keep everyone engaged. Receive email notifications when one of your entities is updated, a task is assigned or your notes are commented.
Tasks help you stay organized. Assign tasks to yourself or others. Add categories in-line (i.e. follow up, email, etc) for quick reference. When done just check them off.
Document, collaborate, communicate. Add notes to any entity in TribalHut; your contacts, companies, deals and projects. Then others can comment your notes.
Import Users from your DotNetNuke Portal and automatically create contacts.
Add as many attachments as you need in-line to your notes and comments. This applies to any entity; your contacts, companies, deals and projects.
The Dashboard is your high level view of the latest activity and your upcoming tasks. You can quickly add new contacts and tasks or search your contacts.
Fully responsive using Bootstap 3, a cross all of mobile devices.
Enjoy the beauty of the flat design. It looks clear and clean in your eyes.
Create an excel file as the sample document. Import it and all contacts will be created.
TribalHut CRM delivers the broad functionality needed to manage the wide network of contributors and roles that may interact with contacts/customers of any size organization. Typical users include developers, sales reps/teams, small business, marketing professionals, designers, service companies and anyone who has contacts or customers.
Anyone who deals with people generates a lot of information, TribalHut CRM helps you easily organize the cause. Keep all your contacts, leads, customers and companies in one spot. Stay focused on your deals, organize and document your projects and ensure timely followup.