Leads Management (Kanban View):

Simply drag and drop leads between stages to see where each prospect stands. Next, assign tasks or send follow-up emails directly from the board.

Custom Pipelines:

With tailored pipeline stages, organize sales processes to match your business needs. Moreover, set stage probabilities to forecast revenue more accurately.

Quotation Management:

First, create professional quotes with clear pricing in a few clicks to save time. Then, convert any quote into an order with a single action to close deals quickly.

Email Management:

With a unified inbox, view sent, received, and draft emails in one place to stay organized. Next, schedule messages and track opens, clicks, and replies automatically.

Activities Management:

Simply schedule calls, meetings, and tasks for each lead to keep your team on track. Moreover, set reminders so nothing falls through the cracks.

Contacts Management (Person & Organization):

First, store each contact’s details, notes, and history in a single record for quick reference. Next, link individual contacts to their organizations to see the full picture.

Products Management (Basic Only):

With simple forms, add product names, descriptions, SKUs, and prices to your catalog fast. Moreover, attach products to quotes and orders for clearer pricing.

User Management:

First, assign custom roles to each team member so they see exactly what they need. Then, set granular permissions to protect sensitive data and reduce errors.

Custom Automations:

Next, create email templates and drip sequences that send automatically when triggers fire. Moreover, set up webhooks and workflows to connect with external tools like Slack.

Web Forms:

With drag-and-drop form builders, capture leads from your website without coding. Then, route new entries into pipelines and assign tasks automatically.