Close More Deals Faster
Manage every contact, track every opportunity, and never miss a follow-up. Our visual CRM and pipeline tools help you convert more leads into customers with less effort.
Everything You Need to Manage Sales
From contact management to deal tracking, these features help you stay organized and close more deals.
Contact CRM
Organize every customer and lead with detailed profiles, activity history, and custom fields
Pipeline Management
Visual drag-and-drop pipeline to track deals through every stage from lead to close
Opportunity Tracking
Track deal value, close probability, and expected close dates for accurate forecasting
Lead Scoring
Automatically prioritize leads based on engagement, behavior, and demographics
Custom Fields
Add unlimited custom fields to contacts and deals to track what matters to your business
Task Management
Create, assign, and track follow-up tasks to ensure nothing falls through the cracks
Lead Source Tracking
Know exactly where every lead came from to optimize your marketing spend
From Lead to Close in 4 Steps
Our CRM automates lead capture, qualification, and tracking so you can focus on closing deals.
Leads Enter Your CRM
From forms, calls, texts, or social media - every lead is automatically captured and added to your CRM with source tracking.
AI Scores and Routes Leads
Lead scoring identifies hot prospects. Automated workflows route them to the right salesperson and trigger follow-up sequences.
Track Through Pipeline Stages
Drag deals through your custom pipeline stages. See value, probability, and next actions at every stage.
Close Deals, Track Revenue
Mark deals won, process payments, and automatically track revenue. All data flows into analytics for forecasting.
How Businesses Use CRM & Pipeline
See how CRM and pipeline management drive predictable revenue growth across industries.
Real Estate Lead Management
Track every buyer and seller through the sales cycle. Set reminders for showings, follow-ups, and contract deadlines automatically.
Retail & E-commerce CRM
Segment customers by purchase history, lifetime value, and preferences. Send targeted offers to high-value segments.
Service Business Pipeline
Track quotes from request to approval to job completion. Know your quote-to-close ratio and average deal size.
Multi-Person Sales Teams
Assign leads round-robin or by territory. Track individual performance, compare close rates, and identify top performers.
Revenue Forecasting
See your pipeline value by stage. Predict monthly revenue based on close probability and historical conversion rates.
Recurring Revenue Tracking
Manage subscription customers, track MRR, identify churn risk, and automate renewal follow-ups.
Ready to Close More Deals?
Stop losing track of leads and opportunities. Manage your entire sales process in one powerful CRM.
No commitment required • Full demo available • Data migration included