The module is fully integrated with Exchange and SharePoint and has remote/mobile access via tablets, smartphones, and the web.
Tasks and appointments can all be scheduled and tracked. A communications log lets you track and monitor emails, phone calls, and faxes.
Integration with your enterprise email system provides a single consolidated log of all inbound and outbound communications to customers and business partners, while Reflex security and audit features let you share information without ever losing control of it.
This module also supports the end-to-end lifecycle of each relationship. Sales prospects and leads can be tracked through the entire sales pipeline and prospects are easily converted into customer relationships when sales are made. New opportunities can be recorded, and quotes for services or products can be produced.