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New Features with ActionCOACH CRM version 2.0

Workflow Manager

Custom built exclusively for ActionCOACH users, the workflow module allows you to recreate your business process into logical steps inside the CRM program. Easily train new employees and automate your business activates and processes with this easy-to-use tool.

AJAX Email Client

The new Ajax Email Client delivers the functionality of a desktop email client with the portability of a web-based email application.

The new Email Client features tight integration with the CRM functionality and offers state-of-the-art design, including:

• AJAX drag-and-drop capabilities for a rich user experience
• Search, keyboard shortcuts, and support for folders, contacts, and personal inboxes.
• Interoperability with all leading email servers allows the Email Client to complement or replace existing email clients.

New Dashboards

CRM Dashboards with new charting capabilities and the ability to display multiple dashboards on your homepage.

• Support for funnel, pie charts, line and bar graphs and performance gauge charts
• Access any number of pre-built or custom dashboards from their homepage.
• Add, edit, share, rearrange or remove dashboards with a few simple clicks.