From leads and contacts to deal pipelines, sales materials and customer interactions, create custom databases tailored to your sales team's needs. Establish a comprehensive view of your information, making it easier to track progress and ensure everyone uses updated content.
Customize your databases, tables, and fields to align with your specific sales requirements. Easily configure forms, filters, and views to display the information you need, exactly the way you want it.
Share leads, collaborate on deals, and track progress—all under one roof and in real time. With streamlined communication and centralized information, your sales team can work more efficiently and you stay on top of your prospects, partners and customers.
Build a customer support process tailored to your organization size and customer expectations.
Establish role-based access control (RBAC) to determine granular permissions over sales and customer data. Self-host to comply with data protection regulations and have total control over everything related to your sales process.
Free up resources to focus on what you do best: closing deals. Set up rules and triggers to automate actions like lead assignments, follow-up reminders, or generating reports. Spend more time engaging with prospects and less time on manual tasks.
