Features
A complete, modular CRM. Pick the depth you need — everything works together.
Sales CRM
- Kanban pipeline with drag-and-drop
- Lead management and conversion
- Deal tracking with win probability
- Contacts, companies and accounts
Lead Management
- Capture leads from forms and sources
- Score and prioritize automatically
- Convert leads to contacts + deals in one click
- Deduplication and data quality checks
Pipeline
- Custom stages and probabilities
- Win / loss tracking
- Forecast from pipeline health
- Automation on stage changes
Tasks & Calendar
- Tasks, meetings and call logging
- Calendar sync and scheduling
- Activity timeline per record
- Reminders and notifications
Communication
- Shared team inbox
- Email sequences with triggers
- WhatsApp and SMS channels
- Call tracking
Automation
- Trigger-based workflow engine
- Conditions, actions and run logs
- Lead routing and deal alerts
- Scheduled jobs
AI
- AI assistant for next best action
- Lead scoring and deal health
- Approvals for AI-proposed actions
- AI agents with scoped permissions
Revenue
- Products and price books
- Quotes with document numbering
- Invoices and payments
- Recurring subscriptions
Customer Success
- Projects and support tickets
- Customer health tracking
- Portal for customers
- SLA and priority routing
Reporting
- Pipeline and revenue reports
- Goals and forecast
- Win / loss analysis
- Data quality insights