Business Suite Features

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.

CRM

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
New Sarah Johnson
Web Form - 2 hours ago
Working Mike Chen
Referral - Yesterday
Qualified Emily Davis
Phone Call - 3 days ago

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
Discovery
3 deals - $12,500
Proposal
2 deals - $8,200
Negotiation
1 deal - $5,000
Won
5 deals - $32,000

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
JD
Jane Doe
Acme Corp
12 Interactions
$8.5k Lifetime Value
3 Open Deals

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
Follow up with Sarah
Overdue - Yesterday
Send proposal to Acme
Due Today
Schedule demo call
Due Tomorrow
Send welcome email
Completed
Analytics

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.

Communication

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
Integrations

Connect Your Tools

Seamlessly integrate with the tools you already use.

Google Calendar
Gmail / Outlook
Stripe Payments
Zapier
CSV Import/Export
REST API

Enterprise-Grade Security

Your data is protected with bank-level encryption, regular security audits, SOC 2 compliance, and strict access controls. We take security seriously so you can focus on growing your business.

256-bit SSL
SOC 2
GDPR
99.9% Uptime

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