Built-in CRM That Actually Works
Manage your entire sales pipeline with advanced CRM features, custom fields, automated workflows, and seamless integrations. Turn prospects into revenue.
Visual Pipeline Management
Track deals through every stage with intuitive drag-and-drop pipeline management.
Sales Pipeline - Q4 2025
+23% vs last quarter
Total Pipeline: $3.1M
| Stage | Count | Value |
|---|---|---|
| Lead | 247 | $1.2M |
| Qualified | 89 | $890K |
| Demo Scheduled | 34 | $340K |
| Proposal Sent | 18 | $270K |
| Negotiation | 12 | $180K |
| Closed Won | 8 | $120K |
$3.1M
Total Pipeline Value
24%
Win Rate
45 days
Avg. Sales Cycle
Comprehensive CRM Features
Everything you need to manage contacts, track deals, and drive revenue growth.
Contact Management
Centralized contact database with custom fields, tags, and detailed interaction history across all channels.
Pipeline Visualization
Visual pipeline management with drag-and-drop stages, deal progression tracking, and forecasting tools.
Deal Tracking & Forecasting
Track deal values, close dates, and probability with automated forecasting and revenue attribution.
Task & Activity Management
Automated task creation, follow-up reminders, and activity logging across email and LinkedIn interactions.
Advanced Segmentation
Create dynamic contact lists based on engagement, demographics, behavior, and custom criteria.
Revenue Attribution
Track which campaigns and touchpoints drive the most revenue with detailed attribution reporting.
Custom Fields & Data Management
Capture and organize prospect data exactly how your business needs it. Create custom fields, tags, and segments for precise targeting.
- Unlimited custom fields and properties
- Advanced tagging and categorization
- Dynamic list building and segmentation
- Data validation and cleanup tools
- Bulk import/export capabilities
Custom Field Setup
| Field Name | Type | Options |
|---|---|---|
| Company Size | Dropdown | 1-10, 11-50, 51-200, 201-1000, 1000+ |
| Industry | Tags | SaaS, E-commerce, Healthcare, Finance, Manufacturing |
| Budget Range | Number | Format: Currency |
| Decision Timeline | Date | Format: MM/DD/YYYY |
| Lead Source | Dropdown | LinkedIn, Email Campaign, Referral, Website |
| Pain Points | Multi-select | Lead Gen, Deliverability, Team Efficiency, CRM Integration |
Field Types Available:
- Text
- Number
- Date
- Dropdown
- Multi-select
- Tags
- URL
- Currency
Integrate with Your Existing CRM
Seamlessly sync data with popular CRM platforms or use our built-in CRM.
Salesforce
Bi-directional sync with Salesforce CRM:
- Contact sync
- Deal sync
- Activity logging
- Custom fields
HubSpot
Native integration with HubSpot CRM:
- Lead scoring
- Workflow automation
- Report sync
- Contact properties
Pipedrive
Seamless Pipedrive integration:
- Pipeline sync
- Deal tracking
- Activity sync
- Custom fields
Zapier
Connect with 1000+ apps via Zapier:
- Trigger automation
- Data sync
- Custom workflows
- Real-time updates
Activity Timeline
| Activity | User | Time | Status |
|---|---|---|---|
| Email sent | Sarah Johnson | 2 min ago | delivered |
| LinkedIn connection | Mike Chen | 15 min ago | accepted |
| Demo scheduled | Lisa Rodriguez | 1 hour ago | confirmed |
| Follow-up reminder | David Kim | 2 hours ago | pending |
| Deal updated | Anna Wilson | 4 hours ago | qualified |
247
Activities Today
18
Tasks Due
5
Deals Updated
Automated Activity Tracking
Every email, LinkedIn message, call, and interaction is automatically logged and organized in a comprehensive activity timeline.
- Automatic activity logging across all channels
- Smart task creation and reminders
- Follow-up automation based on activities
- Team activity sharing and collaboration
- Performance analytics and insights
Ready to Streamline Your Sales Process?
Start managing your pipeline more effectively with our built-in CRM and automation tools.