Use Corteza to customize, build on top of, next to or replace any part of our pre-built CRM or Project Tracking and Issue Management templates.
Corteza comes with a fully customizable CRM template that you can adapt to your own specific needs using Corteza’s low-code features.
Get a quick overview of vital information. Create dashboards to show what’s most important to you.
See your entire customer history in one place. Use insights to build lasting relationships.
View reports, graphs and metrics based on real-time data to help you make better decisions.
Improve sales with conversion metrics, sales forecasting, personalized quotes, lead scoring and more.
Stay on top of tasks, calls, meetings and notes. Keep track of your calendar.
Automate CRM processes such as ranking leads, assigning contacts, sending brochures and more.
Review all the features that come pre-built with CRM template. Customize or add onto these as you need.
| 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 Managing Customer and Sales Details Account and Contact Management Opportunity Management Customizable Sales Process Sales Teams Task Management Activity Feed Calendar | Sales Forecasting
Custom Opportunity Fields In Forecasting Opportunity Splits Configuring, Pricing, Quoting and Invoicing Contracts Orders Products and Price Books Quotes Real-Time Reporting Customizable Reports and Dashboards Advanced Reporting Collaboration Comments Files Cross-Selling and Upselling Case Management | 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 Connecting to Outside Apps Web Services API Email Integration with Outlook Google Apps Integration |
Corteza comes with a fully customizable Case Management template that you can adapt to your own specific needs using Corteza’s low-code features.
Use the default dashboard or create your own to get an overview of the most important metrics.
Build and view reports, graphs and charts to help you stay on top of what’s going on.
See your entire case history in one place.
See a contact’s history in one place, including their cost to you.
Create, view and manage your entitlements.
See detailed product info and manage cases and costs linked to them.
Get an overview of your departments, including time per case ratios.
Automate your case management processes to ensure deliver faster, more effecient service.
Review all the features that come pre-built with Case Management template. Customize or add onto these as you need.
| Managing Cases
Case Management Contact Management Entitlement Management Product Management Department Management Entitlement Templates Email Templates Knowledge-base Task Management Activity Feed | Real-Time Reporting
Customizable Reports and Dashboards Advanced Reporting Collaboration Comments Files 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 Connecting to Outside Apps Web Services API Email Integration with Outlook Google Apps Integration |
Contact one of our sales consultants.
