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Customized Home Page
A customizable, intelligent page to start your day and help your Sales reps to monitor their performance and get insights on their key accounts
Advanced Navigation
Make your users more efficient and allow them to switch between apps. Create and access recent records lists directly from the navigation bar
Enhanced Search
Use type-ahead search to find what you’re looking for. The advanced lookup model enables you to leverage the full power of search to find a record
Detailed Dashboards
Visualize your data with beautiful charts; a flexible layout helps you to create your own filters on report in the updated dashboard editor
Opportunity Kanban
A powerful way to visualize and work on your pipeline. The Kanban view organizes a set of records into columns to track your work at a glance
Opportunity & Workspace
Customize coaching scripts for each step in the sales process, create records quickly with fewer clicks, and ultimately close deals faster
Guided Sales Path
Helpful guidance and relevant information at every stage to support your sales process. Leverage the most out of Lightning Experience for accelerating Sales closures

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What they're all saying about us
Always on schedule and within budget I've worked with CRMIT on several Salesforce development projects. They stayed on schedule and within budget. They always took the time to insure that we were satisfied with the final product. It's been a pleasure working with their consultants.
Karolina Shenton
Senior Marketing & Sales Operations Manager
Cruise Web
I would highly recommend using CRMIT for any of your IT projects! We had the privilege to work with CRMIT! What an amazing experience that it was! We were migrating our CRM from Oracle to Salesforce and they delivered a product beyond our expectations. Their staff is extremely professional and competent. CRMIT implementation team worked with us patiently on a daily basis making sure all of our needs and wants were met. We are extremely happy with the finished product and love that CRMIT continues to work with us to make sure any loose ends are tied up.
Brian Michel
Vice President of Sales