A versatile profile-based architecture forms the foundation of SalesCatalysts CRM system. Opportunities details are grouped together to establish an opportunity profile. Multiple opportunities are then structured under a company profile (for B-to-B business) or a contact profile (for B-to-C business).
Communication histories which include journals, emails sent and received thru the platform, documents that you uploaded and faxes as integrated, are stored as opportunity details. When anyone needs to collaborate with you on an opportunity, he/she can immediately have a 360° view of it easily.