1
Customizable Sales Pipelines
Create and modify multiple sales pipelines with stages that match your sales process, allowing you to track deals clearly from new opportunity to close.
2
Deal Management
Add deals with value, expected close dates, tags, and notes. Move deals through stages with drag-and-drop to monitor progress and identify stuck deals.
3
Workflow Automation
Automate follow-ups by sending emails, assigning tasks, or sending reminders when deals move stages or stay stuck, saving time and ensuring timely actions.
4
Omnichannel Communication Inbox
Manage customer messages from WhatsApp, Instagram, and Facebook in one inbox, enabling seamless social media messaging and email follow-ups within the CRM.
5
Built-in Email Management
Send, receive, and organize emails directly inside the CRM with email templates, engagement tracking, and connection to deals for efficient communication.
6
Lead Capture and Form Builder
Create custom lead capture forms with templates, share via links or QR codes, and embed on websites to collect and organize leads automatically.
7
Task Management
Add, assign, and track internal tasks and subtasks with deadlines, reminders, and tags to keep your team organized and productive.
8
Analytics and Reporting Dashboard
Track sales pipeline performance with insights on lead sources, conversion rates, deal aging, reasons for lost deals, top performers, and exportable reports.
