Available
Contacts and sales pipeline
One record per customer, and a clear view of every deal.
Every contact keeps its full story: messages, orders, deals, tasks, notes, files and where they came from. Duplicates can be found and merged.
Deals move through stages you define. Your team sees what is open, what is stuck and what is likely to close.
Full customer timeline
Custom fields and segments
Stages that match your business
Questions before you get started
Can I import my existing customers?
Yes. You can import contacts from a file and check the result before it is saved.
Can each team use its own stages?
Yes. Pipelines and stages belong to your company.
Let’s look at how your team works.
Tell us your sector and what is slowing you down. We will show you how the platform fits and what setting it up involves.