CRM Smart Sales Pipeline Management
Drag-and-Drop Pipeline Stages
CRM Smart Buttons
See all related meetings, quotes, and deals on each opportunity for project-style organization.
CRM Automated Next-Step Planning
Custom Sales Workflows with Auto-Reminders Define your sales stages and let the system handle what’s next.
Communication
Keep all customer and team conversations in one place.
All Emails and Interactions Automatically Tracked
Emails sent through the panel are recorded for full team visibility.
AI-Powered Lead Scoring Focus on leads that are most likely to convert.
Predictive Analytics Based on Historical Data AI ranks leads by conversion likelihood so you can allocate your effort wisely.
Data-Driven Insights
See conversion rates, team performance, and KPIs at a glance.
