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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.

Kanban pipeline board with deals moving through New lead, Qualified, and Proposal stages

Contact & account management

Centralize every company, contact, and relationship with a full interaction history.

Company account record showing linked contacts, open deals, and a recent activity feed

Email & activity tracking

Log calls, meetings, and emails automatically against the right deal or contact.

Deal activity timeline with auto-logged emails, calls, meetings, and tasks

Sales forecasting

Get a real-time view of pipeline health and projected revenue by team or territory.

Forecast dashboard with committed vs best-case revenue, a projection chart, and per-rep quota bars

Task & follow-up automation

Automatically schedule next steps so no opportunity goes cold.

Automation builder with a trigger for stale deals and actions that create tasks, send emails, and alert a manager

Ready to bring CRM into your business?

Start free today, or talk to our team about rolling out the full Business Suite.