Track opportunities and capture customers’ emails directly into their related records
The opportunity tracking tool utilizes a sophisticated machine learning algorithm in order to be able to track opportunity-related email correspondence across multiple email conversations. The purpose is to automatically identify the opportunity for a selected email, archive the email to the opportunity record and present information relevant to that opportunity to assist users to quickly identify the CRM context for each email.
Schedule an appointment with us to
discuss your requirements and see
the system in action