Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Track leads with customizable pipelines and set reminders for follow-ups. Add contacts, notes, and tasks. View deal progress and manage sales stages. Sync across devices and access reports.
Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.