CRM Engine

Features

• See your whole pipeline on a board, with a column for each deal stage
• Each card shows the company, deal value, contact and how long the deal has been in its stage
• Every column shows its deal count and total value
• A won and lost summary: total won value, win rate, average deal size and open deals
• Drag a deal to a new stage to update it, and the deal owner is notified when it is won
• Switch to a list view to select several deals and export them to CSV

Features

• Key numbers at a glance: deal value, days open, contacts and activities
• Move the deal to a new stage with a click
• See the amount, close date, deal type, account and owner in one place
• AI deal insights: a risk score, strengths, risks and suggested next steps
• Linked contacts with their lifecycle stage, plus a full activity timeline
• Leave comments on the record, and edit or delete the deal

Features

• See every contact with their source and lifecycle stage
• Search to find anyone quickly
• Select contacts and export them to CSV
• Add a new contact with their role, account, owner and where they came from

Features

• Everything about a contact on one card, with details you can edit in place
• AI lead score with a letter grade, the signals behind it and a short explanation
• Linked deals with their current stage
• A full activity timeline for the contact
• Enroll the contact in an automated sequence, or take them out of one, and see where they are
• Leave comments, and edit or delete the contact

Features

• See every account with its industry, website, annual revenue, team size and owner
• Search to find any account quickly
• Add an account with its type, industry, location, GSTIN and owner

Features

• A timeline of calls, emails, meetings, notes, WhatsApp messages and SMS, each clearly color-coded
• Edit the subject, outcome, description, duration or date of any activity
• Mark an activity done with a quick button
• Log a new activity against a contact or a deal

Features

• Build a form with the fields you need, and choose the lifecycle stage and owner for new leads
• Share a public form link that visitors can fill in without logging in
• Each submission creates a new contact, or updates the existing one with the same email
• Copy the public link for any form in a click