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

Sales cards with status-based automation and assigned recurring tasks

Sales contact research and reusable lists with shared data credits

B2B CRM that gathers contact context from connected tools

Account-based sales prioritization with weighted engagement signals and predictive scoring

Sales CRM with reusable filtered views and linked opportunity records

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

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

Connect advertising attribution with sales data and existing reporting workflows.

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

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

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

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.

Legal intake statuses that create role-owned follow-up tasks

NFT collection and chain sales rankings

Retail outlet sales execution with configurable visit priorities and route constraints

Distributor CRM with ERP-linked customer records and structured implementation work

AI agent that finds prospects and sends sales outreach