CRM & Sales

Manage contacts, drive your pipeline and convert more opportunities.

Contacts and companies with custom fields, tags, activity timeline and CSV/Excel import.

Drag-and-drop opportunities, customizable stages, probability and weighted amount.

Rule-based scoring engine: activity, profile, engagement. Predictive scoring on the roadmap.

Round-robin, load-balanced or manual. Rules by team, territory or type.

Calls, meetings, emails, tasks — all linked to contacts and opportunities.

Sales rep management, hierarchies, territories and goals.

Quote generation with product/variant line items, professional PDF and email delivery.

Pipeline KPIs, conversion rates, revenue forecasts, performance by rep.

Ready to try?