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Lead assignment rules that account for territory, capacity and availability

Web and social monitoring organized by keywords, projects and report needs

Performance cycles with review templates, feedback, and calibration

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

Qualified leads, opportunity follow-up, and quotes in a configurable customer workspace

Category targets and spending history across flexible budget periods

A connected note system with rich-text editing, hubs, collections, and built-in journaling.

Read cadence participation separately from replies, manual stops and opt-outs

Track crypto markets and build a portfolio from the quantities you hold

Aptos accounts with social login and an optional recovery phrase

Track crypto portfolios across exchange accounts and public wallet addresses

Review trading records alongside deposits, dividends and costs

Research UK investment accounts, funds and retirement choices

Compare portfolio risks and test allocation changes before making them

Trace token-holder connections with interactive wallet maps

Combine crypto histories and investigate balance or transfer mismatches

Several blockchain accounts in one mobile or browser wallet

Track broker holdings, dividends and returns in one portfolio

Inspect Ethereum token holdings, label activity and export address histories

Administer funds from several managers through one New Zealand portal

Search public trading disclosures and compare the dates behind them

Reconcile dividend expectations with portfolio transactions and payments

Track crypto accounts and approve payments on a Ledger device

Explore investment baskets while keeping holdings with your broker