Customer & contact management

  • Automatic customer journey categorization
  • Company & contact database
  • Powerful search & list building
  • Manage target lists for individual reps and teams

To-do’s & appointments

  • Seamless Google and Office365 sync
  • Customer lists with companies & contacts
  • Timeline of all customer history
  • Manage family group relationships

Opportunities & pipeline

  • Salesboard pipeline management
  • Customizable sales process
  • Sales models (ARR, MRR, CM, etc)

Integrations

  • Salesboard and business opportunities
  • Customer lists with companies & contacts
  • Timeline of all customer history
  • Manage Family Group relationships

Mobile apps

  • Available for both iOS & Android
  • Customer lists with companies & contacts
  • Timeline of all customer history
  • Manage Family Group relationships

Email marketing

  • Design and send beautiful email campaigns
  • Customer lists with companies & contacts
  • Timeline of all customer history
  • Manage Family Group relationships

Find new prospects

  • Country-specific company databases
  • AI-lead recommendations
  • Upsell suggestions

Sales reporting

  • Easy-to use reporting
  • ARR/MRR, CM, etc
  • Timeline of all customer history
  • Manage Family Group relationships