CRM & Sales

Queue-based sales work with adaptive scripts and timed follow-up

Calling-focused CRM with event-triggered WhatsApp follow-up workflows

Sales cards with status-based automation and assigned recurring tasks

B2B CRM activities that connect tasks and emails with a sales-process step

People search and spreadsheet enrichment for sales prospecting

Mapped sales accounts with route planning and meeting follow-up tools

Editable Salesforce views with filters, grouping and missing-field highlights

Shared sales workspaces with staged content and collaboration controls

Sales CRM with team-specific quote rules and approval-aware revisions

Advisory CRM workflows launched from relationship records and reusable templates

Configurable sales boards with customer activity, routing and follow-up automation

Lead cards with distinct qualification, pipeline and follow-up controls

Photography client management with scheduled mail and event-based follow-up

Configurable CRM with service-based access and selective table exports

Sales CRM with role-controlled deal edits and a continuing free edition

Connected revenue records with configurable sales workflows

Sales pipelines with lead routing and Freddy AI assistance

Photography lead workflows whose templates are separate from assigned jobs

Sales contact research and reusable lists with shared data credits

Turn campaign replies into assigned leads with a reviewable status queue

Photography client records with enquiry responses and a limited undo-send window

Apple-native CRM linking client conversations, sales, and delivery work

Advisor CRM workflows linked to a contact, opportunity or project

CRM lead routing that distinguishes account owners from rotating pools