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Identifying and collating requirements for your new CRM software can be a lengthy process. Give yourself a head start on the process with this template featuring popular features and modules including:

  • Customer service management features - case management, SLA monitoring
  • Marketing and sales automation - lead scoring, email automation, website event tracking
  • Project and deal management features - Kanban boards, Gantt charts, time tracking

Download your free XLS template by completing the form. Your template will download immediately.

120 popular CRM software modules and features to kickstart your requirements

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GUIDE FEATURES

  • 100% independent. No vendor bias
  • Updated for 2018
  • Exclusive to Discover CRM

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