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.

In-line 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.

Contact Actions

Automatically apply Notes or create Tasks.

User Permissions 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