CRM

Records

• OverviewOpen pipeline and weighted value, deals won and new leads this month, open tickets, deals closing soon and recent activity.
• ContactsContacts with saved views, quick and advanced filters, column choice, bulk actions and a preview panel.
• CompaniesCompanies in the same index style as contacts.
• DealsA board or list for each pipeline, with filters and a flag for deals stuck too long in one stage.
• QuotesQuotes and quote templates, attached to deals, each with its own status and a PDF.

Work

• SegmentsContact lists that update themselves from rules, or static lists you manage by hand.
• InboxEvery connected mailbox in the team, with its owner, sync status and how much it has logged.
• Email captureGmail, Microsoft 365 or IMAP. Email with contacts lands on the contact, company and open deal automatically.
• Capture rulesChoose what's stored (from who-and-when to the full email), never-log addresses, and a BCC address for logging without connecting.
• TasksCRM tasks due today, overdue and upcoming, with task queues.

Data

• Data qualityFind and merge duplicate contacts and companies, fix formatting problems, and create companies from email domains.
• ImportsCSV import with column mapping, update matching, downloadable error files and an import history.
• Recycle binRestore deleted contacts, companies and tickets, along with their related data.

Reports

• DashboardsBuild your own report dashboards.
• ReportsSales, marketing and service reports, attribution, a stage funnel with velocity, and a custom report builder that can email reports on a schedule.
• GoalsRevenue and activity goals per person and period. Revenue goals feed the forecast.