CRM
CRM and customer management
Track leads, manage opportunities, and keep a full history of every customer, with scoring and forecasts drawn from your own pipeline.
What the CRM module covers
Everything you need to manage relationships and grow revenue.
Contact management
Central customer and prospect database with full interaction history.
Lead tracking
Capture, qualify, and nurture leads through workflows and scoring.
Opportunity pipeline
Visual pipeline with stage tracking, forecasting, and win/loss analysis.
Email integration
Sync emails, track campaigns, and automate follow-ups with templates.
Activity tracking
Log calls, meetings, and tasks with reminders and performance analytics.
Sales automation
Automate repetitive tasks, quotes, and follow-ups to close deals faster.
Sales insight from your own data
Lead scores, churn signals, and forecasts come from the deals and history already in the system, not guesswork.
- A single customer view with full purchase history
- Lead scoring and next-best-action suggestions from your own data
- Sales forecasting with pipeline probability analysis
- Quote-to-order conversion runs without re-keying
- Customer segmentation for targeted outreach
- Connected to sales, accounting, and support
Sales pipeline
Acme Corp$125,000
Negotiation80% probability
Tech Solutions Ltd$89,500
Proposal60% probability
Global Enterprises$250,000
Discovery30% probability
Total pipeline value$464,500
Connected to the rest of the system
CRM shares data with sales, support, and accounting for a full customer lifecycle.
SalesMarketingSupportAccountingEmailAnalytics
Grow revenue with a CRM that knows your data
See how the pipeline and scoring work on your own customers.