Reports & Dashboards
Report builder, dashboards and Excel export.
Modular architecture
Powerful Modules Built for End-to-End Growth
From sales reps to operations and support teams, everyone works on the same database in real time. Every module you need, in one subscription.
Sales
Visual Sales Paths & Kanban
Never lose a deal with guided sales path steps, activity history and task reminders at every stage.
- Switch instantly between kanban and list views
- Stage-based sales path steps
- Activity timeline: email, call, meeting, task
- Win / loss reasons and reporting
Quotes
Advanced CPQ & Quote Management
Build error-free quotes with customer price books, discount limits and approval flows; approved quotes become orders and contracts in one click.
- Segment price books and tiered pricing
- Product bundles and compatibility rules
- Maximum discount and manager approval
- Templated PDF quotes, quote-to-order conversion
Service
Support Tickets & SLA Management
Bring tickets from email, web forms and live chat into one queue; resolve them on time with SLA policies.
- Assignment rules and priorities
- SLA policies and breach tracking
- Live chat widget for your website
- Knowledge base articles
Automation
No-Code Rule Engine & Approvals
Build workflows with triggers, conditions and actions — no developers needed — and automate repetitive work.
- Record create and update triggers
- Field update, email, notification and task actions
- Trigger external systems with webhooks
- Multi-step approvals and record locking
AI
AI Assistant
An assistant that scores your leads and deals from recorded data, explains why, and suggests email drafts and next steps.
- Lead and deal scoring with reasons
- Email draft suggestions
- Next best action suggestions
- Pipeline forecast summary
Compliance
Privacy & Enterprise Permissions
Decide who sees personal data; no extra software needed for consent records and erasure requests.
- Consent records per contact and lead (source, date, IP)
- Erasure request workflow and anonymization
- Profiles, permission sets, role hierarchy and sharing rules
- Record change history
Modular architecture
And more
The tools you will need as you grow are already in the platform.
Contracts & Orders
Orders and contracts linked to quotes, document templates.
Campaigns & Mass Email
Campaign members, scheduled mass email and tracking.
Sales Cadences
Step-by-step follow-up emails and task sequences.
Territories & Quotas
Territory routing rules and rep quotas.
Custom Fields & Record Types
Formula and roll-up fields, page layouts.
Multi-Currency
Price books and quotes per currency.
REST API & Webhooks
Connect external systems with a Swagger-documented API.
Bring your sales and service teams onto one platform
Try every module free for 14 days, no credit card required. Our team helps you get set up.