One CRM for the whole customer lifecycle.

Sales & pipeline

Leads

• Lead capture
• Source, status & rating
• Assignment
• Lead conversion

Contacts & organisations

• 360° record
• Organisation hierarchy
• Related lists
• Duplicate check & merge

Deals

• Sales stages
• Forecast amount
• Stage history
• Linked products & quotes
• Kanban board

Activities

• Calls, meetings & to-dos
• Reminders
• Recurring events & invitees
• Quick create
• Built-in softphone

Marketing & campaigns

Campaigns

• Campaign records
• Target audience
• Results

Lists & segments

• Custom list filters
• Shared or private lists
• Import

Email

• Email templates
• Mass email
• Logged to the record

Web forms & SMS

• Web forms
• Spam protection
• SMS

Help desk & service

Tickets

• Ticket records
• Linked context
• Comments & history
• Notifications

Email to ticket

• Mailbox scanner
• Rules
• Threading

Customer portal & FAQ

• Customer sign-in
• Raise & track tickets
• Knowledge base
• Shared documents

Contracts & assets

• Service contracts
• Assets
• Renewal visibility

Inventory & billing

Catalogue

• Products
• Services
• Price books
• Vendors

Sales documents

• Quotes
• Sales orders
• Invoices
• PDF & email

Purchasing

• Purchase orders
• Stock on receipt
• Reorder levels

Pricing & tax

• Multi-currency
• Tax rules
• Discounts & adjustments
• Terms & conditions

Projects & collaboration

Projects

• Project records
• Tasks
• Milestones
• Chart view

Calendar

• Day, week, month & list views
• Shared calendars
• iCal import & export

Documents

• Files & links
• Folders
• Personal and shared views
• Attach anywhere

Teamwork

• Comments
• Update history
• Tags
• Built-in mail client

Reports & dashboards

Report builder

• Detail reports
• Filters
• Grouping & totals
• Sharing

Charts & pivots

• Chart reports
• Pivot tables
• Drill-down

Dashboards

• Multiple tabs
• Ready-made widgets
• Key metrics
• Build your own

Delivery

• Schedule by email
• Export

Platform, automation & admin

Automation

• Drag-and-drop designer
• Triggers
• Conditions
• Actions
• Scheduler

Customisation

• Custom fields
• Layout editor
• Picklists & dependencies
• Menu & modules

Security & administration

• Roles & profiles
• Field privileges
• Sharing rules
• Groups
• Login history
• Multi-factor authentication

Data tools

• Import & export
• Mass edit
• Find & merge duplicates
• Recycle bin

Localisation

• Languages
• Currencies
• Personal settings

AI assistants

• Chat assistants
• Document assistant

Integrations

• Microsoft 365 apps
• Built-in softphone
• Email
• Outlook plug-in
• Google contacts & calendar
• Phone system
• SMS gateways
• Web services API