DashboardThe dashboard shows the recent activity and recent items menu for quick navigation. |
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TasksGet things done, easily create new tasks, next to each task you can see the action required. |
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CampaignsCampaign Management, With a few simple mouse clicks, you can create a 'custom' campaign to market your products and services. |
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LeadsRecord contact information for possible new sales prospects and what their interests are. Lead records allow management to track marketing activities and develop new business. |
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AccountsWhere you put the company information of all your customers. All entity records display standard information showing who created the record and when it was created. |
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ContactsContacts records allow you to organize a complete list of business contacts, Now you can see everyone your company knows at any company in your account. |
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OpportunitiesThe CRM Opportunity signals the kickoff of your company’s sales process with a potential or existing client. Magna CRM reminds you to exploit the opportunity in a timely way. |
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AdminSupervisory and Administrative Functions – Magna CRM provides a "backend" for authorized Users that allows for specification of users and user right. |
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