Core Sales Features
The essential tools to manage your entire sales cycle.
Company Management
Organize all your accounts with detailed company profiles.
- Complete company profiles with all relevant details
- Industry and size categorization
- Lifecycle stage tracking
- Link contacts and deals to companies
- Activity history and timeline
Contact Management
Keep track of every person you interact with.
- Full contact profiles with job titles
- Associate contacts with companies
- Communication history tracking
- Contact ownership and assignment
- Lifecycle stage management
Deal Pipeline
Visual pipeline management to track every opportunity.
- Customizable pipeline stages
- Drag-and-drop Kanban board
- Deal value and probability tracking
- Expected close date management
- Associate deals with companies and contacts
Activity Tracking
Never miss a follow-up or important meeting.
- Log calls, emails, and meetings
- Create and manage tasks
- Due date reminders
- Activity timeline on records
- Team activity visibility
Built for Productivity
Features designed to help you work smarter, not harder.
Powerful Search
Find any company, contact, or deal instantly with smart search.
Filter & Sort
Filter lists by owner, stage, date, and more to find what matters.
Dashboard Overview
See key metrics and pipeline health at a glance.
Task Reminders
Stay on top of follow-ups with due date tracking.
Deal Forecasting
Track expected revenue based on deal stages and probability.
Activity History
Complete timeline of all interactions on every record.
Work together seamlessly
Invite your team and collaborate on deals and accounts. Everyone stays in sync with shared access to contacts, companies, and activities.
- Invite unlimited team members
- Role-based access control
- Assign owners to records
- Team activity visibility
Your data is safe with us
Enterprise-grade security keeps your sales data protected. We take privacy seriously and never share your information.
- Data encryption at rest and in transit
- Row-level security for data isolation
- Regular security audits
- GDPR compliant