Core CRM Capabilities
Eight powerful modules working together to supercharge your sales process.
Contact Management
Store and organize all customer information with rich profiles, tags, custom fields, and a complete interaction timeline.
Sales Analytics & Reporting
Real-time dashboards, pipeline reports, forecasting tools, and custom report builders to track every metric that matters.
Email Automation
Create drip campaigns, personalized sequences, and automated follow-ups with open and click tracking built in.
Lead Scoring & Routing
AI-powered lead scoring assigns priority based on engagement, fit, and behavior. Auto-route leads to the right rep.
Workflow Automation
Build custom automation rules for task assignments, status updates, notifications, and multi-step workflows.
Security & Compliance
Enterprise-grade security with SSO, role-based access controls, audit logs, GDPR compliance, and SOC 2 Type II.
Built-in Calling & SMS
Make calls and send texts directly from the CRM. Auto-log conversations, record calls, and track response rates.
Multi-Channel Engagement
Engage leads across email, phone, social media, live chat, and web forms from a single unified inbox.