CRM

Track leads and close opportunities

A visual pipeline that shows every deal, its stage and its next action. Leads arrive automatically from your website, email and social channels; scoring and scheduled activities make sure sales people always know what to do next. Forecasts and win/loss reports come straight from real pipeline data.

Key capabilities

Kanban pipeline with drag & drop stages

Automatic lead capture from web forms and email

Next-activity scheduling so deals never stall

Lead scoring and assignment rules

Revenue forecasts from live pipeline data

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