Everything You Need to Grow Your Business
A complete CRM and scheduling platform designed specifically for small businesses. Manage leads, close deals, and deliver exceptional customer experiences.
Powerful Customer Relationship Management
Keep track of every lead, deal, and customer interaction in one centralized platform.
Lead Management
Capture, organize, and nurture leads from multiple sources. Track lead status, assign owners, and never let a potential customer slip through the cracks.
- Lead capture forms & web integration
- Automatic lead scoring & qualification
- Lead status tracking (New, Working, Qualified, Unqualified)
- Lead assignment & team collaboration
- Lead source tracking & attribution
Visual Sales Pipeline
Visualize your entire sales process with drag-and-drop Kanban boards. Move deals through stages, forecast revenue, and identify bottlenecks at a glance.
- Drag-and-drop Kanban board
- Customizable pipeline stages
- Deal value & probability tracking
- Pipeline funnel analytics
- Multiple pipeline support
Contact & Company Management
Build rich customer profiles with complete interaction history. Link contacts to companies, track relationships, and personalize every touchpoint.
- Unified contact database
- Company & contact linking
- Custom fields & tags
- Activity timeline & notes
- Duplicate detection & merging
Task & Activity Management
Stay on top of follow-ups with integrated task management. Create tasks, set reminders, and link activities to contacts, deals, or companies.
- Task creation & assignment
- Due date reminders & notifications
- Activity logging (calls, emails, meetings)
- Task templates & automation
- Team task visibility & collaboration
Data-Driven Insights
Make smarter decisions with comprehensive reporting and real-time analytics.
Dashboard KPIs
Real-time metrics on leads, deals, revenue, and team performance at a glance.
Sales Reports
Track win rates, deal velocity, and revenue trends over time.
Pipeline Analytics
Visualize your sales funnel and identify conversion bottlenecks.
Activity Tracking
Monitor team productivity with activity metrics and leaderboards.
Custom Reports
Build custom reports with filters, grouping, and export options.
Forecast & Projections
Revenue forecasting based on pipeline and historical data.
Stay Connected with Customers
Reach customers through multiple channels with integrated communication tools.
Email Integration
Send personalized emails, create templates, track opens and clicks, and sync with your email provider.
- Email templates library
- Open & click tracking
- Bulk email campaigns
- Email scheduling
SMS Messaging
Send text messages for appointment reminders, follow-ups, and quick communications.
- Two-way SMS conversations
- Automated reminders
- SMS templates
- Delivery tracking
Call Logging
Log calls, take notes, and track call outcomes directly within customer records.
- Call outcome tracking
- Call notes & recordings
- Click-to-call functionality
- Call history timeline
Connect Your Tools
Seamlessly integrate with the tools you already use.
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