Lead Management
Ensure no sales opportunity goes to waste with automated lead management. Track the status and source of every lead — and route leads by specific territory or agent while the prospect is still interested.
Generate Sales Leads
Track every critical bit of lead information and reach leads while they’re still hot.
Bulk Email
Manage email campaigns and announcements straight from the campaign module. Target a contact or contact list, and insert custom fields to personalize the messaging to each recipient for higher open and click-through rates.
Sales Productivity
Empower your sales team with more selling time and eliminate non-revenue generating tasks.
Email Integration
Drive productivity and success by tracking all your contacts and email communications inside a single application. Sync Shanaya with Outlook and Gmail in almost no time using our pre-built integrations.
Mobile CRM Access
Take your sales data wherever you go with a feature-rich mobile-friendly CRM. Field agents can manage calendars, prepare for meetings — get a graphical dashboard view of chosen metrics — and much more, in the palm of their hand.
Task Management
Enhance your team productivity and responsiveness with dynamic task management tools. Filter your task lists by priority and urgency to see what’s coming up — and easily shift low-priority tasks to a colleague or another day to balance workloads.
Quotation Management
Empower your team to beat competitors to cash with fast Excel quoting. Build standardized quote templates and populate them with company, customer and product details. Then sync quoted values with your opportunities module for decisive forecasts.