Full sales pipeline from lead to contract. Track every interaction, automate follow-ups, and know exactly where each deal stands — all from one dashboard.
Capture leads from web forms, manual entry, or CSV import. Score, assign, and track them through your pipeline.
Unified customer profiles with full interaction history — emails, calls, meetings, and notes in one place.
Generate professional quotes in seconds. Convert to contracts with e-signature support.
Send and receive emails within the CRM. Full thread history attached to each customer record.
Pipeline conversion rates, deal velocity, win/loss analysis, and rep performance dashboards.
Add custom fields to leads, customers, and deals. Tailor the CRM to your exact sales process.
Drag-and-drop kanban pipeline with configurable stages. See every deal at a glance and spot bottlenecks instantly.
From first contact to signed contract to paid invoice — without switching tools. CRM connects directly to Finance.
Ask the AI Copilot anything about your crm data, or let autonomous agents handle repetitive tasks automatically.
Finds and scores new leads from connected sources daily
Sends automated follow-up emails to stale leads based on your rules
Re-scores all leads based on engagement and behavior signals
Capture leads via web form, manual entry, or CSV. Leads are auto-scored and assigned based on your rules.
Move deals through your visual pipeline. AI Copilot drafts emails, suggests next steps, and alerts you to stale leads.
Convert won deals to quotations, contracts, and invoices — all in one click, all in one platform.