WebCapture
Link any form on your web site to InterAction, so that visitors to your site are automatically created within InterAction and linked to a list for easy reporting. Email notifications alert specific employees when new visitors are received, so that follow-up action may occur.
InterAction Anywhere
This is what you've been waiting for, and now it comes in 3 flavors! With InterAction Anywhere, you can access your InterAction CRM contacts through your mobile phone, any internet browser including FireFox, Chrome and Safari, as well as within Outlook.
- Mobile edition: View contacts, activities, relationships, profiles, and opportunity data on any cell phone or mobile device. You can add contacts, activities, reminders, and even edit forecast information for your opportunities.
- Portal edition: Enhance your intranet or extranet with a widget that provides secure access to InterAction data. The widget can be embedded on any web page and will work on any browser, on any operating system.
- Outlook edition: Through a new side panel interface, you can view full contact information from InterAction and add and manage your opportunities without ever leaving Outlook. Works offline as well for my contacts, their associated companies, and frequently viewed records.
Email Sweep
Automatically converts emails into activities within InterAction, according to rules that you and/or your firm set.
Target Matrix
Add contacts, activities, and additional information to a list of companies within an opportunity in an easy-to-use grid format. Provides robust list management capabilities, including mail merge, import functionality, and reporting.
Microsoft SharePoint Document Mangement
Streamline your document management! Attach files to people, companies, opportunities, and projects in InterAction CRM, and take advantage of the robust document management and collaboration features of Microsoft SharePoint.
