NEW Email Sequences and AI Assistant are live now

Learn more

Product
- Track leads
- Action Stream Manage leads from a central workspace.
- Calls and meetings Make calls, speed dial, and log notes.
- Deal tracking Move deals between stages on a Kanban board.
- Sales process Build pipelines, create forecasts, and manage sales.
- Organize contacts
- Unlimited contacts Store unlimited contacts, fields, notes, and more.
- Instant lead capture Create contacts from social profiles in one click.
- Follow-up reminders Prioritize interactions in a color-coded list.
- Account management Manage B2B sales and define relationships.
- Grow revenue
- Shared inbox Sync and schedule emails, track email opens.
- Project delivery Manage won sales deals on Delivery pipeline.
- Products and services Keep a catalog of your services and products.
- Reporting Get insights from Dashboard and custom reports.
- Scale business
- Automation Build workflows and enrich contacts in one click.
- Email sequences Trigger a series of automated email for outreach.
- Web forms Create online forms synced with your CRM.
- Mobile apps Download a mobile CRM and AI Route Planner.
Pricing
Testimonials
Marketplace

Log In Try Free

Log In Try Free

Product
- Track leads
- Action Stream Manage leads from a central workspace.
- Calls and meetings Make calls, speed dial, and log notes.
- Deal tracking Move deals between stages on a Kanban board.
- Sales process Build pipelines, create forecasts, and manage sales.
- Organize contacts
- Unlimited contacts Store unlimited contacts, fields, notes, and more.
- Instant lead capture Create contacts from social profiles in one click.
- Follow-up reminders Prioritize interactions in a color-coded list.
- Account management Manage B2B sales and define relationships.
- Grow revenue
- Shared inbox Sync and schedule emails, track email opens.
- Project delivery Manage won sales deals on Delivery pipeline.
- Products and services Keep a catalog of your services and products.
- Reporting Get insights from Dashboard and custom reports.
- Scale business
- Automation Build workflows and enrich contacts in one click.
- Email sequences Trigger a series of automated email for outreach.
- Web forms Create online forms synced with your CRM.
- Mobile apps Download a mobile CRM and AI Route Planner.
Pricing
Testimonials
Marketplace

Are we a match?

CRM Insights

This blog provides everything you need to evaluate and compare small business CRM software, as well as understand how it works.

content

5 ways to win your customers trust with content

Sharon Hurley Hall

September 6, 2016

6 min read

Why being fit for your job is a productivity booster

Sharon Hurley Hall

August 10, 2016

5 min read

sales_support_team_header_image

3 reasons why your sales team needs support

July 13, 2016

3 min read

Always Be Closing

In sales, what does ABC ‘Always Be Closing’ mean?

Michael FitzGerald

July 5, 2016

4 min read

The 5 things you’re doing wrong in sales (And how to fix them)

June 8, 2016

4 min read

NYC

5 lessons in sales from working in a busy NYC restaurant

September 30, 2015

5 min read

business mentors

How to use business mentors to grow your SME

Gosia FitzGerald

July 12, 2012

2 min read

cold calling

8 cold calling tips for improving your close rate

April 1, 2010

3 min read

Sign up for a 21-day free trial

Get a feeling of how this simple CRM can transform your business.

No credit card required • Quick and easy setup