As we have explained in previous blogs, client portfolio management, and its monitoring is crucial for your company’s success. Having all the information about your customers at hand gives you a unique competitive advantage over other companies since it allows you to know them in detail. Your prospect’s management can be managed with a CRM tool like Rootnet. It is a SaaS-type platform with a simple and friendly interface, with very complete and differential functionalities, and an integration API to create an ecosystem of services.

Rootnet functionalities

Account Navigator

This is a sub-module within the SalesForce module that allows you to have an overview of all the leads you have and see the changes they are having throughout the week. This enables a specific vision of where they are to make decisions oriented to moving situations within the commercial flow.



The Dashboard sub-module offers you information related to contacts and accounts management within the CRM, bringing analytics regarding the number of prospects contacts, number of prospects to contact, the follow-ups for each type of contacts, and even information related to changes in the type of accounts that contact has undergone. Contact management will be greatly facilitated thanks to this module and its different business applications. 

Account profitability

This module is the most complete section within Rootnet CRM. Within it, you can see all the information related to the accounts, the contact statements that have been made, as well as the business opportunities that have been presented, being able to measure the penetration and interest of an account in the products and services it offers your company to your customers.

If you want to know more about Rootnet CRM, its features and applications in your company, do not hesitate to contact us and we will arrange a presentation and a demo of our solution.


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