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Sales CRM with team-specific quote rules and approval-aware revisions

Lead-to-deal conversion that carries communication into a linked sales record

Client workflows built from reusable action templates

Configurable sales boards with customer activity, routing and follow-up automation

Advisory CRM workflows launched from relationship records and reusable templates

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

Configurable advisory CRM with record-linked processes and task dependencies

Configurable sales workflows with shared spaces for collaborating teams

Connect online and offline marketing touchpoints with CRM opportunities and revenue.

Advisor CRM workflows linked to a contact, opportunity or project

Advisor CRM connecting client communication, meetings and policy context

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

Company and opportunity records connected with the team's Outlook conversations

CRM-to-quote workflows within a configurable business platform

Connected sales, marketing, and service around a shared CRM

Sales pipelines connected to Gmail and other customer channels

Real-estate CRM with transaction checklists and client updates

Branded newsletters with conditional content and CRM-triggered messages

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

Company visitor identification connected with sales follow-up

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

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

Small-business contact management with daily follow-up reminders