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Sales Management
 Lead, Contact, and Opportunity Management to share information and pursue new business
 Account management to manage all customer interactions in a single location.

Marketing Automation
 Lead management for tracking and cultivating new leads
 Email marketing for touching prospects and customers with relevant offers.
 Campaign management for tracking campaigns across multiple channels.
 Campaign reporting to analyze the effectiveness of marketing activities

Collaboration
 Activity management for emails, tasks, calls, and meetings
 Content syndication to consolidate third-party information sources

My Portals module to add links to Web sites and Web-based applications such as forums or the Web interface to your organization’s email system. Adding portal sites in CauveCRM enables the system to provide a single interface for multiple applications and Web sites.

A portal site can be either of two types: Personal or Global. A personal site is a link that only you can view and access. A global site is a link that the entire organization can view and access. Users can only add sites for personal use. Administrators can add personal sites as well as global sites.

A portal site can display as an option in the Shortcuts menu or as a tab adjacent to the module tabs. Users can display sites only as shortcuts. Administrators can display sites both as shortcuts and as tabs

A contact is any individual who is a valid sales lead; that is, a lead who has been evaluated and assessed for a possible sales opportunity. You can associate a contact with any record such as an account, opportunity, or campaign. Associating a contact with a campaign enables you to track the effectiveness of the campaign in generating opportunities for your organization.

Calendar module to view and to create activities such as appointments, calls, meetings, and tasks.

In each format, any planned activities with associated dates are displayed – such as Calls, Meetings, Tasks, Notes and emails. Icons are used to indicate the type of activity: for a call, for a task, and for a meeting. You can click any activity on your calendar to edit the information.

You can move backwards and forwards in the calendar- by one day, week, month or year. In the week, month or year format, you can click on any date to view it in day format.

An activity can be any interaction with colleagues and customers such as a phone call, a meeting, or an email. Use the Activities module to schedule and manage calls, meetings, and tasks.
Typically, an activity is related to a record such as an account or contact. For example, you can schedule a meeting with one or more contacts to discuss a specific account or opportunity.
When you create the activity, you can specify the record to which it is related. This allows you to view the scheduled activities from the specified record. For example, an account’s detail page displays all scheduled activities. When you schedule an activity, you can also create notes and attachments if necessary.

The Emails module is an email client that enables you to manage your emails.

Access emails

You can view and process emails on external mail servers without downloading them into the CauveCRM database.

Import emails

You can import emails into CauveCRM from external mail servers. The emails module provides a folder named My Email for this purpose. You can associate an imported email with a CauveCRM record such as a bug or an account. This creates a thread of email communication related to that record for future reference.

Archive emails

You can copy emails sent to external accounts into CauveCRM. For example, emails in Microsoft Outlook using the CauveCRM Plug-in for Microsoft Outlook. Archiving emails creates an email record in CauveCRM.

Campaigns Module to track and manage mass marketing campaigns.

CauveCRM provides to create many types of campaigns as mush as possible. From Contacts, Leads, and Opportunities modules, you can associate a record with an existing campaign.
Typically, a mass marketing campaign targets a large group of individuals or organizations. Therefore, the campaign process begins with identifying the targets. You can group multiple targets into a target list according to a set of predetermined criteria such as age group or spending habits.