CRM Features
Everything CRM does, in depth — the day-to-day tools your team will actually use.
Everything CRM needs to run day to day
Lead & pipeline management
Capture leads from any source and move them through a configurable, visual pipeline.
Contact & account management
Centralize every company, contact, and relationship with a full interaction history.
Email & activity tracking
Log calls, meetings, and emails automatically against the right deal or contact.
Sales forecasting
Get a real-time view of pipeline health and projected revenue by team or territory.
Task & follow-up automation
Automatically schedule next steps so no opportunity goes cold.
Ready to bring CRM into your business?
Start free today, or talk to our team about rolling out the full Business Suite.
