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Self-hosted customer records with configurable lead and opportunity pipelines

Sales CRM with reusable filtered views and linked opportunity records

CRM workflows that distinguish the first matching event from repeated matches

Customer records and sales deals with project, owner and currency filters

Lead assignment rules that account for territory, capacity and availability

Lead-focused sales tracking with prospect lists and next actions

Field-sales canvassing with lead maps and territory visibility

Sales pipeline intelligence and deal collaboration across organizations

Website company identification with intent routing and sales outreach

Connect advertising attribution with sales data and existing reporting workflows.

Sales learning, content, and buyer rooms with annual user-based subscriptions

Customer history and sales opportunities connected with quotes and commercial documents

Contact management and sales work with integrated marketing

Sales deals connected with proposals, project scope, and delivery financials

Field-sales execution with territory planning and visit context

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

Sales proposals with reusable content, interactive pricing, and conditional send approval

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

Create collaborative sales documents with embedded Salesforce data and discussion.

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

Manage sales sequences alongside deal work, conversations and forecasting

Insurance deal pipelines with agent-specific follow-up automation

Sales opportunity paths with phase checklists and inactivity triggers

NFT collection and chain sales rankings