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Real-estate CRM connecting property searches, follow-up, and brokerage operations

Salesforce-based real-estate CRM linking listings, customer work, and transactions

Customer context and sales workflows connected to CRM records

AI platform that captures emails, calls, and meetings and updates CRM or AMS records.

Insurance deal pipelines with agent-specific follow-up automation

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

Visual B2B sales pipelines with guided selling and no-code automation

CRM-based automation for lead capture and customer follow-up

Sales opportunities and quotations with separate overwrite and amendment choices

Build a sales handoff around account fit and a triggering signal

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

Sales CRM for lead separation, opportunity tracking, and account context

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

Configurable customer records and workflows with role-specific views and industry setup

Sales, service, and customer journeys in X2Engine's CRM platform

Sales opportunities that carry their records and tasks into post-sale projects

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

AI GTM platform that finds intent signals and enriches CRM data for B2B teams.

Sales CRM with calling, email, SMS, automation, reporting, and AI.

Real-estate CRM with rules-based assignment and response-aware action plans

Visual database and workflow automation that connects to 6,000+ apps

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

AI-powered platform for email, SMS, WhatsApp, CRM, and marketing automation.

Sales CRM with account history, opportunity tracking and configurable automation