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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
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