CRM & Sales

Field-sales canvassing with lead maps and territory visibility

Interactive proposals with required packages, optional extras, and buyer-selected quotes

Client relationships connected with proposals, project milestones, and payments

Account-based sales prioritization with weighted engagement signals and predictive scoring

Company visitor identification connected with sales follow-up

Sales opportunities with guided stages, suggested actions and visible predictions

Real-estate sales CRM with availability cover and explicit user reassignment

Legal intake statuses that create role-owned follow-up tasks

Sales competitions with explicit metrics, participants and publishing controls

Shared customer history, sales pipelines, and follow-up tasks for growing teams

Contact enrichment and dated company signals across sales tools

A shared lead inbox with different personal and team completion actions

Sales proposals with reusable content, interactive pricing, and conditional send approval

Sales deal tracks and milestone-triggered follow-up with a small free tier

Coordinate account and buying-group context across sales and marketing

CRM-linked relationship and deal context with structured qualification

Governed sales content and enablement programs with distinct employee and partner licenses

Quote-to-revenue workflows with distinct approval, publishing, and acceptance states

Matter pipelines whose stage and status control different parts of the view

Small-business CRM with multiple pipelines and connected conversations

Visual sales pipelines with activities and email context

Sales beat plans that retain visits and reasons for zero orders

Customer records and shared communication inside Microsoft Outlook

Insurance deal pipelines with agent-specific follow-up automation