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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

Business email discovery with reusable lists and CRM delivery

Browser prospect capture, CRM enrichment, and champion tracking

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

Small-business CRM with multiple pipelines and connected conversations

CRM pipelines and relationship records inside Gmail

Apple-native CRM linking client conversations, sales, and delivery work

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

Customer records, sales activity, and workflows with self-hosted or managed access

Custom sales stages, weighted forecasting, and connected email