CRM Features

Complete Customer Relationship Management

Manage leads, customers, and sales pipeline with powerful automation and insights

🎯

Lead Management

Capture, track, and convert leads efficiently

Lead Capture Forms

Customizable forms that automatically capture leads from your website

Lead Scoring

AI-powered scoring to prioritize your hottest prospects

Lead Assignment

Automatic lead distribution to sales team members

Lead Nurturing

Automated email sequences to warm up cold leads

👥

Contact Management

Centralized customer database and profiles

360° Customer View

Complete customer history, interactions, and preferences

Contact Segmentation

Group contacts by behavior, demographics, or custom criteria

Duplicate Detection

Automatically identify and merge duplicate contacts

Contact Import/Export

Bulk import from CSV or export to other systems

📈

Sales Pipeline

Visual pipeline management and deal tracking

Drag & Drop Pipeline

Visual pipeline with customizable stages and deal progression

Deal Forecasting

Predict revenue with probability-based forecasting

Sales Analytics

Track conversion rates, cycle times, and team performance

Opportunity Management

Track deal value, close dates, and win probability

💬

Communication Hub

Integrated communication and follow-up tools

Email Integration

Send and track emails directly from the CRM

Call Logging

Record call notes, outcomes, and schedule follow-ups

Task Management

Set reminders, assign tasks, and track completion

Meeting Scheduler

Calendar integration for appointment booking

🤖

Sales Automation

Automate repetitive tasks and workflows

Workflow Automation

Trigger actions based on customer behavior and data

Email Templates

Pre-built templates for common sales scenarios

Follow-up Reminders

Automatic reminders for calls, emails, and meetings

Sales Sequences

Multi-step outreach campaigns with personalization

📊

Reports & Analytics

Data-driven insights and performance tracking

Sales Dashboards

Real-time metrics and KPI tracking

Custom Reports

Build reports with drag-and-drop report builder

Team Performance

Individual and team sales performance analytics

Revenue Analytics

Track revenue trends, forecasts, and growth metrics

CRM Benefits

Transform your sales process with intelligent automation

40%

Increase Sales

Better lead management and follow-up processes

60%

Save Time

Automate repetitive tasks and data entry

25%

Improve Conversion

AI-powered lead scoring and nurturing