Run Sales, Support, and Marketing on One Platform — and Cut CRM Spend by 60%
Stop paying three vendors to track one customer. Your reps, support agents, and marketers work from a single record — from first webform to closed invoice to open ticket — without copy-pasting between tools.
The Shift in Perspective
See how B2B CRM changes the game by bringing order to chaos.
Everything you need
Explore the powerful capabilities built into the core of B2B CRM.
Leads
Capture, score, and convert every inbound and outbound lead — with kanban and list pipeline views from first touch to conversion.
- Kanban and list pipeline views with drag-and-drop stage management
- Lead scoring rules based on profile, activity, and source
- Bulk CSV import with field mapping and duplicate detection
- One-click conversion to Contact, Account, and Opportunity
- Source tracking and lead attribution per campaign or channel
Contacts
Build a complete record of every person — activity history, communication log, linked accounts, and open deals in one profile.
- Full contact profiles with custom fields and tag support
- Chronological activity timeline across calls, emails, meetings, and notes
- Communication history with every inbound and outbound interaction
- Linked accounts and associated opportunities per contact
- Bulk actions for email, tagging, and status updates
Accounts
Manage company-level relationships with all their contacts, deals, tickets, and revenue history in one account record.
- Company profiles with industry, size, and custom field support
- All contacts, opportunities, invoices, and tickets linked per account
- Account-level activity and communication timeline
- Hierarchical account structures for subsidiaries and groups
- Revenue roll-up and deal history across the full account lifetime
Opportunities
Drive every deal through a configurable stage pipeline with weighted forecasting and full deal history.
- Configurable deal stages with probability weights per stage
- Weighted revenue pipeline with forecast view by user, team, or period
- Deal cards with close date, value, and stage tracking
- Win/loss analysis with reason tracking and reporting
- Linked contacts, accounts, quotes, and invoices per opportunity
Quotations
Generate professional, itemized PDF quotes directly from any deal — with line items, taxes, discounts, and approval routing.
- Quote builder with product line items, quantities, and pricing
- Tax and discount application at line or header level
- Branded PDF generation from configurable templates
- Quote approval workflow before sending to the customer
- One-click conversion from Quotation to Invoice or Sales Order
Invoices
Convert accepted quotes to invoices in one click — with payment status tracking, PDF export, and full receivables visibility.
- One-click invoice creation from accepted quotations
- Line-item detail with taxes, discounts, and subtotals
- Payment status tracking: draft, sent, partial, paid, overdue
- Branded PDF invoice generation from configurable templates
- Linked back to the originating quotation and opportunity
Sales Orders
Track order fulfilment from won deal through delivery, tied directly to the account and opportunity that generated it.
- Order creation from won opportunities or standalone
- Order line items linked to the product catalog
- Order status tracking from confirmed through delivered
- Account and opportunity linkage for full revenue traceability
- Fulfilment notes and document attachments per order
Approval Processes
Route deals, quotes, and orders through configurable multi-step approval chains before they proceed.
- Configurable approval chains with sequential or parallel routing
- Approver assignment by role, user, or manager hierarchy
- Approval request notifications with inline approve/reject actions
- Full approval history log per record with timestamps
- Fallback rules for absent approvers and escalation paths
Products & Inventory
Maintain a centralized product catalog with pricing, categories, and stock levels — referenced by quotes, invoices, and orders.
- Product catalog with SKU, description, category, and pricing
- Multiple price lists per product for different customer tiers
- Stock level tracking with low-stock alerts
- Product linkage to quotes, invoices, and sales orders
- CSV bulk import and bulk update support
Tickets
Manage customer support from the same system you sell — with priority, status, SLA targets, and full case history.
- Ticket creation from email, webform, or manual entry
- Priority and status workflow: open, in-progress, resolved, closed
- SLA target tracking with breach alerts
- Linked to the customer contact and account record
- Full thread history with internal notes and customer replies
Communications
Every email, call, and meeting logged in one unified inbox — so no customer interaction ever falls through the cracks.
- Unified inbox for inbound and outbound emails per record
- Call logging with duration, outcome, and notes
- Meeting records with agenda, attendees, and outcome notes
- Linked to the contact, account, or ticket being discussed
- Full chronological communication timeline per customer
Marketing Campaigns
Run campaigns, attribute leads back to the source, and measure revenue impact — without leaving the CRM.
- Campaign setup with type, budget, and date tracking
- Lead attribution per campaign with source tagging
- Pipeline and revenue reports filtered by campaign
- Campaign-level conversion tracking from lead to close
- Multi-channel support: email, event, and webform campaigns
Webforms
Embed lead-capture forms on any website and have submissions flow directly into the CRM as new leads.
- Form builder with custom fields and validation rules
- Embeddable on any website via script or iframe
- Automatic lead creation on submission with source tagging
- Field mapping to CRM lead fields
- Submission notifications and configurable auto-responses
Email Templates & Cadences
Send consistent, personalized outreach at scale — with reusable templates and automated drip cadences.
- Email template builder with merge fields for personalization
- Drip cadence builder with step delays and conditional branching
- Shared template library across the sales team
- Cadence enrollment per lead or contact segment
- Open, click, and reply tracking per email sent
Bulk Upload
Import leads, contacts, and accounts in bulk via CSV — with field mapping, validation, and duplicate detection.
- CSV upload for leads, contacts, and accounts
- Column-to-field mapping interface with live preview
- Duplicate detection with merge or skip options per row
- Row-level validation errors displayed before commit
- Import history with record count and error log
Calendar & Events
Schedule and track meetings, events, and deadlines in a CRM-native calendar linked to every relevant record.
- Day, week, and month calendar views
- Event and meeting creation linked to contacts, accounts, or opportunities
- Recurring event support with exception handling
- Calendar visibility across team members with role permissions
- Event reminders and notifications
Tasks & Activities
Assign, track, and close tasks across every record type — so follow-ups never slip and activity feeds stay current.
- Task creation linked to any lead, contact, account, or deal
- Due date, priority, and assignee tracking per task
- Activity feed showing all completed and pending actions
- Bulk task assignment and status updates across records
- Call, meeting, and email logging as activity entries
Notes & Documents
Add rich-text notes and file attachments directly on any record — so context is always where the work is.
- Rich-text note editor with formatting support
- Notes linked to leads, contacts, accounts, opportunities, and tickets
- File attachment support per record (PDF, images, documents)
- Notes and documents visible in the full activity timeline
- Internal-only notes for team collaboration on a record
Custom Fields & Layouts
Extend every record type with your own fields and rearrange the UI layout — without writing any code.
- Custom field types: text, number, date, dropdown, checkbox, relation
- Field groups and sections for organized record layout design
- Drag-and-drop layout editor per record type
- Field-level visibility and required-field rules by role
- Default value configuration and field validation rules
Custom Buttons & Functions
Build one-click automations on any record — from updating a field to calling an external API — with a code-based function runner.
- Custom button placement on any record detail view
- Code-based function execution triggered on button click
- Full access to record data within the function context
- External API calls from within function code
- Execution log with success/error tracking per run
Webhooks
Push CRM events to any external system in real time — on record create, update, or custom trigger.
- Webhook endpoints configured per CRM event type
- Events supported: record created, updated, deleted, status changed
- Custom payload mapping per webhook destination
- Delivery log with automatic retry on failure
- Authentication header support for secure webhook endpoints
Tailored to how your business actually runs
Real configurations for specific business needs — not one generic workflow relabelled per industry.
Sales Pipeline & Revenue
Run the full revenue motion in one place — capture Leads, work Opportunities through a weighted pipeline, then generate Quotations, Sales Orders, and Invoices the moment a deal is won.
Customer Support & Ticketing
Support customers from the same system you sell to them. Track Tickets with priority, status, and SLA targets, with every email, call, and meeting unified in one Communications inbox.
Marketing & Lead Generation
Fill the top of the funnel and prove what works. Launch Marketing Campaigns with lead attribution, capture demand with embedded Webforms, and nurture with Email Templates & Cadences.
Full CRM
Sales, support, and marketing on a single platform. Combine every module into one source of truth, then tailor it to your workflow with Custom Fields, Custom Functions, and Webhooks.
Modules by plan
| Modules | Starter Annual plans | Professional Annual plans | Enterprise Annual plans |
|---|---|---|---|
| Accounts | |||
| AI insights | |||
| Analytics | |||
| Calendar | |||
| Communications | |||
| Contacts | |||
| Dashboard | |||
| Form builder | |||
| Inventory | |||
| Invoices | |||
| Leads | |||
| Opportunities | |||
| Product orders | |||
| Quotations | |||
| Sales orders | |||
| System | |||
| Tickets | |||