FEATURES
What Can You Do With Macanta?
Data Objects
Create custom data objects to represent the information in your business, not just Contacts and Opportunities.
Relationships
Different humans have different relationships to the data in your business. Accurately represent those relationships in your CRM.
If This Then That Automation Engine
An incredibily intuitive yet powerful automation engine, made up out of exactly the elements your business needs.
Contact Notes and Tasks
Apply notes to contacts to track their progress and history. Assign tasks to your team based on the status of a contact or user.
Advanced Search
Search any element of your business, not just names and emails.
Dashboard Widgets
Create custom Dashboards for users, giving them an overview of what needs to be done, and allowing you to have a clear overview on the key data points in your business.
Workflow Boards
Create and access a visual representation of your business progress and processes on a Kanban-style board. Create any number of boards.
Custom Interface Layout
When you create the Data Objects to match your business, you have complete control of the the fields, field types, sections and sub-sections which make up your CRM interface.
Macanta Queries
Easily create simple or complex saved searches, giving you immediate access to the data segments you want to see.
Inline Editing
Once you view the results of a Macanta Query, you can edit and update the data, without needing to access each contact indivdually.
Trigger Conditions
The `If This` elements of the Macanta Automation Engine. You have complete freedom to set up under what conditions any automated process or action should be triggered.
Trigger Actions
The `Then That` elements of the Macanta Automation Engine. This allows you to update any internal data elements in your system, or add a ‘payload’ of any of the other `Actions` available in Macanta – webhooks, SMS messages, emails etc.
Webhook Actions
Send information from your Macanta system to any third party system or tool you are using, provided it has an open API.
Email Actions
Fully automated emails, with an easy to use drag and drop email builder.
Field Actions
Perform calculations and other data minipulation actions on the data in your system.
User Permission Templates
With User Permission Templates you have the ability to create user permissions for the different job roles in your business. When a new member joins, a single click will give them the permissions which match their role.
Open API
Macanta plays nice with everyone. You can create your own integrations between your Macanta CRM and any other system that has an API.
Branding
You are creating your own CRM. Add your own logo and set the interface to match your Brand Colours.
SMS/Text
Send automated or individual SMS/Text messages to contacts or groups of contacts, with full history view and live texting.
Transparent Data History
Easy access to the history of your data, including: Automation History, Data History and Relationship History
