Grow Cx Relationships Without IT Support

Track changes to leads/deals, calls, emails and automations in a single timeline view

Capture notes for leads, deals and contacts to keep track of important information

Nurture leads with sequence based email campaigns

Sync your email to keep track of emails and leads from a single place

Apart from standard sales reports - you can create your own custom reports & dashboards

Assign leads and deals automatically on a round-robin or load-balanced basis

Get notified of important events like when leads are assigned to you or when a deal is won/lost

Modify the layout details screens to show information that is important to your business

Create embeddable lead collection forms using our no-code builder

Automatically capture leads from your website and social media platforms

Have granular control over who can access what data

Access all features on the go from your mobile devices

• Bulk import / export
• Customizable Fields
• Detailed History

• Pipeline views
• Deal Forecasting
• Deduplication

• Model companies/accounts
• Business specific fields
• Multiple phone numbers/email addresses

• Auto sync to/from phone
• Deduplication
• Create Contact groups

• State specific tasks
• Reminders and notifications
• Calendar view for tasks

• Sequence builder
• Click + Open tracking
• Re-usable email templates