CRM & Pipeline Management

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.

✨ No additional cost • Integrates with existing CRMs • Custom fields included

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
Lead
247
$1.2M
TechCorp - $25K
StartupCo - $15K
Qualified
89
$890K
TechCorp - $25K
StartupCo - $15K
Demo Scheduled
34
$340K
TechCorp - $25K
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
Learn About Lead Management

Custom Field Setup

Flexible
Company Size
Dropdown
Options: 1-10, 11-50, 51-200, 201-1000, 1000+
Industry
Tags
Options: SaaS, E-commerce, Healthcare, Finance, Manufacturing
Budget Range
Number
Format: Currency
Decision Timeline
Date
Format: MM/DD/YYYY
Lead Source
Dropdown
Options: LinkedIn, Email Campaign, Referral, Website
Pain Points
Multi-select
Options: Lead Gen, Deliverability, Team Efficiency, CRM Integration
Field Types Available
Text
Number
Date
Dropdown
Multi-select
Tags
URL
Currency
CRM Integrations

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

Live
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
Explore Unified Communications

Ready to Streamline Your Sales Process?

Start managing your pipeline more effectively with our built-in CRM and automation tools.