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Configurable performance conversations, reviews and employee development

Customer history and sales opportunities connected with quotes and commercial documents

Session-specific client workflows with manual control over individual steps

Bring client projects, proposals, bookings, and business workflows into one branded workspace.

CRM joining opportunity forecasts with customer service and optional commercial operations

Contact management and sales work with integrated marketing

Sales deals connected with proposals, project scope, and delivery financials

Use company context and CRM deal segments to rank prospect accounts

Candidate tracking with interview scorecards and plans sized by active jobs

Customer history and sales work connected to website inquiries

CRM pipelines and relationship records inside Gmail

Email-led customer journeys combining shared contact data and multiple messaging channels

Investor CRM with event-triggered routing and an audit trail for follow-up

Native Mac interface design with interactive prototypes

Customisable sales records with inbox sync, no-reply reminders, and workflow rules

Email API and SMTP delivery with grouped unsubscribe management

Keyword and competitor research connected with audits and rank tracking.

Sales research and multichannel outreach with event-driven workflows

Custom sales stages, weighted forecasting, and connected email

Sales opportunities and follow-ups with an optional quoting and invoicing workflow

B2B contact discovery with company-growth triggers and intent data

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

Analyze returns from imported investment histories

Collect client accounting data in a consistent format for review