Clarity for every relationship.

Link several stakeholders to an opportunity and identify the primary contact for that deal.

Convert qualified leads into opportunities while carrying conversations forward and linking existing contacts or accounts.

Record where interest originated so your team can understand the context behind each enquiry.

Build and publish lead or deal forms, with required fields, defaults, and website embedding.

Configure your connected sales inbox to turn new incoming enquiries into lead records.

Connect supported social lead forms through an optional beta integration, with field mapping, scheduled imports, and retry logs.

Fill company details from its website, with manual enrichment and optional automatic enrichment for new records.

Price individual opportunities in their own currency and review values against your chosen base currency.

Track expected close dates, opportunity values, and probabilities to give your pipeline a clearer outlook.

Record the outcome of each opportunity and capture reasons when a deal does not close.

Manage renewals, upsells, and cross-sells as additional opportunities linked to the same customer account.

Connect your operations system to create customer records from opportunities reaching your chosen sales stage.

Create prefilled quotations in your connected operations system and view linked quotations from the deal.

Available when CRM and operations are installed together; synchronize product records and their selling prices.

Use personal signatures, default email subjects, and a choice of your configured sender accounts.

Prepare an email now and schedule it to send later through your connected account.

Log customer calls and keep call details and notes available alongside the relevant relationship.

Connect a supported calling provider for incoming and outgoing calls, notes, and optional recordings.

Connect your business account for record-linked conversations and approved message templates, subject to provider messaging rules.

Keep meeting notes, supporting files, and relevant documents with the lead or opportunity they concern.

Configure first-response and follow-up policies around your working hours, holidays, and relevant lead or deal conditions.

Build connected steps for routine sales processes, with configured actions your team can inspect.

Start workflows when records change, prospects reply, tasks become overdue, or a scheduled date arrives.

Branch on conditions, pause between steps, or wait for a prospect response before continuing.

Adjust lead scores and hot, warm, or cold classifications using rules based on your sales process.

Configure workflows to update fields, assign owners, notify colleagues, convert leads, and send connected email.

Test workflows before enabling them and inspect which steps succeeded, were skipped, or failed.

Share useful views with your CRM team and pin frequently used views for quicker access.

Review lead volumes, ongoing and won opportunities, average deal values, and time-to-close metrics on your dashboard.

Review sales trends, pipeline-stage distribution, conversion, and loss reasons to understand where opportunities move or stall.

Compare lead sources, territories, and salesperson results to understand where activity and opportunity value are concentrated.

Enable probability-weighted revenue forecasts and compare projected sales with actual outcomes using your deal data.

Let administrators add, arrange, and resize available charts to focus your dashboard on relevant sales measures.

Bring existing leads, deals, contacts, and organizations into your workspace with mapped spreadsheet columns.

Export permitted records to spreadsheet formats, respecting the filters and access rules applied to your data.

Update fields or assignments across selected records when the same change applies to several opportunities.

Add tailored buttons and bulk actions through reviewed customization when your process needs an extra step.

Configure APIs, webhooks, or reviewed scripts to connect other systems and extend your sales workflow.

Keep assignment updates and mentions together, open the relevant record, and manage read or unread alerts.

Apply your business name, logo, and browser icon so the workspace feels familiar to your team.

Choose your theme, language, and time zone, with regional date, number, and currency display settings.

Use the CRM in your phone's browser and add it to your home screen for convenient access.