FORECAST
Forecasting
Weighted pipeline forecasts, confidence ranges and team targets.
CRM
Sales
Automation
CRM & Pipelines — sell smarter, faster
Structured pipelines, activities and sequences with lead scoring, automations, quotes & invoices, permissions and forecasting.
Revenue-focused CRM
Kanban & list views, quick actions, custom fields and unified timelines for every contact and deal.
- Deal health & SLAs
- Email sync & templates
- Tasks, notes & mentions
SEQUENCES
Sequences & cadences
Email/SMS steps, call tasks and rules that pause on reply or booking.
SCORING
Lead scoring
Points for opens, clicks, visits, form fills and demographic fit.
AUTOMATION
Workflow automation
If-this-then-that on stage changes, inactivity, form events and more.
QUOTES
Quotes & invoices
Branded quotes, e-signatures, one-click invoices and payments.
PERMISSIONS
Roles & permissions
Granular access for records, fields, pipelines and automations.
MOBILE
Mobile app
Call, text and update deals on the go with instant notifications.
INTEGRATIONS
Deeply integrated with your go-to-market
- Calendars & bookings with reminders
- Email & telephony sync with templates
- Payments, invoices & subscriptions
- Pixels, webhooks, Zapier/Make
Less admin, more closed-won