Sequence
From first touch to a customer in your books
Lead captured
form · ads · WhatsApp
Scored & routed
rules + lead score
Deal in pipeline
stages · deal board
Quote signed
follow-ups · e-sign
Customer in books
shared accounting contact
Capabilities
Every lead answered, every deal tracked
Everything listed below is in the product today. Nothing here is a roadmap item.
Lead capture
- Embeddable web forms and hosted landing pages
- Facebook and Google lead ads delivered straight into CRM
- Website chat widget and a shared conversation inbox
- WhatsApp and Telegram messages turned into leads
- Spreadsheet lead import with history
Leads, contacts & companies
- Contacts shared with Accounting, so a customer is never entered twice
- Duplicate detection with merge suggestions
- Lead scoring and assignment rules that route each lead to the right owner
- Segments and custom fields for your own data
- Record-level access: own, team, branch or whole organization
Deals & pipelines
- Multiple pipelines with your own stages
- Drag-and-drop deal board
- Deal scoring that learns from your won and lost deals
- Quotes with follow-ups and e-signature through DocuSign
- Sales quotas per owner
Activities & follow-up
- Tasks, activities, follow-ups and a CRM calendar
- Google and Microsoft calendar connections
- Call recordings attached to the record
- SLA timers with escalation
Automation & campaigns
- Workflow automation builder with an execution log
- Multi-step sequences
- Campaigns to saved segments
- Facebook and LinkedIn page connections
Insight
- CRM dashboard and sales reports
- Global CRM search
- CRM Copilot: an opt-in AI assistant over your own CRM data
Connected
CRM doesn't work alone
These aren't integrations you configure. They're the same database, the same organization and the same financial year.
The rest of the platform
Enable only the modules you need — they're switched on per organization.