# 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.