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Self-hosted customer records with configurable lead and opportunity pipelines

Configurable sales workflows with shared spaces for collaborating teams

Sales CRM with reusable filtered views and linked opportunity records

Weight-entry charts with moving trends and conditional forecasts

Sales opportunities and quotations with separate overwrite and amendment choices

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

Lead assignment rules that account for territory, capacity and availability

Shared customer records with stage-specific deal work

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

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

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

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

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 research and multichannel outreach with event-driven workflows

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

Workspace for project management, team knowledge and AI assistance