CRM & Sales

B2B field sales connected to customer orders and back-office data

Shared customer and deal work with connected appointment and support tools

Configurable sales workflows with shared spaces for collaborating teams

Sales research and multichannel outreach with event-driven workflows

Sales visit plans with route or customer assignments and recurring schedules

CRM pipelines and relationship records inside Gmail

Connected sales, marketing, and service around a shared CRM

Real estate lead follow-up with ownership, history and status filters

Lead records and sales communication with usage-based calling and messaging

Sales records with configurable lead qualification and related opportunity creation

Revenue conversations and CRM context brought into configurable deal boards

Prospect discovery and CRM synchronization through browser research

Sales records and rule-based assignment for incoming leads, opportunities, and tasks

Review sales replies by campaign, sender, client and team member in one inbox

Real-estate contact history and workflows that wait for the next response

Contacts and sales opportunities linked with tasks, projects, and client documents

CRM and automated email or SMS follow-up in one sales platform

Custom sales stages, weighted forecasting, and connected email

Role-specific revenue worklists connecting deal context with follow-up

Real-estate CRM with transaction checklists and client updates

Field sales enablement with governed content and collaborative buyer spaces

Contact records and sales pipelines with configurable follow-up automations

Complex-sales CRM with milestones, sales aids, and account plans

Build a sales handoff around account fit and a triggering signal