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
What’s new

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
What’s new

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Customer relationship management

While CRM stands for Customer Relationship Management, this term can be misleading. Customer relationships are not managed, they are built and nurtured. These articles discuss how you can move your customer relationships to the next level.