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Insurance deal pipelines with agent-specific follow-up automation

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

Sales records with configurable lead qualification and related opportunity creation

Self-hosted customer records with configurable lead and opportunity pipelines

Configurable sales workflows with shared spaces for collaborating teams

Research private-market funds, investors and peer benchmarks

Shared customer records with stage-specific deal work

Connected sales, marketing, and service around a shared CRM

Contact records and sales pipelines with configurable follow-up automations

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

Shared customer and deal work with connected appointment and support tools

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

Use company context and CRM deal segments to rank prospect accounts

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

Small-business sales records connected with wider customer operations

Custom sales stages, weighted forecasting, and connected email

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

Customer records and shared communication inside Microsoft Outlook

Account-linked sales opportunities with product quantities and selected-record statistics

Sales content, plays, practice, and coaching in a maintained revenue-execution platform

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

AI CRM for managing customer relationships and sales

AI trip planner for flights, hotels and itineraries

Marketing, sales, and customer service software on one platform