Search results

CRM lead routing that distinguishes account owners from rotating pools

Real-estate sales CRM with availability cover and explicit user reassignment

Connected revenue records with configurable sales workflows

Sales CRM with reusable filtered views and linked opportunity records

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

Legal intake forms with case-specific fields and conditional follow-up rules

Lead assignment rules that account for territory, capacity and availability

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

Real estate lead follow-up with ownership, history and status filters

A sales CRM organized around the next customer follow-up

Small-business CRM with connected booking, documents, and workflow tasks

Complex-sales CRM with milestones, sales aids, and account plans

Contact records, sales visibility, and a connected daily task list

CRM joining opportunity forecasts with customer service and optional commercial operations

Action-based investor CRM requiring a next step and deadline

Customer records, sales conversations and follow-up in one workspace

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

Field-sales execution with territory planning and visit context

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

Lead capture and sales follow-up connected with a broader customer lifecycle

B2B sales CRM with guided workflows and ERP-informed account intelligence

Route visiting-company activity into an owned sales follow-up

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

Photography enquiries, booking proposals and shoot details in one client-management suite