CRM
Leads, contacts, deals, calls, meetings and tasks — all in one place.
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Login to ContinueFull Feature Breakdown
Every option included when your company is granted access to CRM.
Lead Management
- Capture and track leads from first contact
- Full lead records: add, edit, remove
- Automatic duplicate-lead detection by phone or email
- Convert a qualified lead directly into a deal
Contact Directory
- Centralized contact records
- Full contact CRUD
- Automatic duplicate-contact detection by phone or email
- Linked directly to leads and deals
Deal Pipeline
- Drag-and-drop pipeline board across every stage
- Update a deal's stage as it progresses
- Full deal records: add, edit, remove
Calls, Meetings & Tasks
- Dedicated modules for Calls, Meetings and Tasks, each with their own page
- Log against any lead, contact or deal
- Calls track direction, duration and outcome
- Meetings track start/end time and location
- Tasks track due date and priority
- Mark any item complete as you go
Notes, Files & Tags
- Add timestamped notes to any lead, contact or deal
- Attach files and documents directly to a record
- Tag and label records for quick filtering
Reports & Analytics
- Pipeline performance and conversion reports
- Exportable report data