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CRM workflows that distinguish the first matching event from repeated matches

Manage replies, call tasks and manual drafts in the same sales conversation queue

Customer history and sales follow-up connected with quotations and invoicing

Browser prospect capture, CRM enrichment, and champion tracking

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

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

A self-hosted CRM core for leads, contacts, and sales workflows

AI CRM for sales and messaging automation across chat channels

AI-native platform for quoting, submittals, and project management for MEP distributors and rep agencies

Sales-tax calculations and filings with a team to manage the work

Sales tax and VAT management with return review and remittance

Turn campaign replies into assigned leads with a reviewable status queue

Configurable sales boards with customer activity, routing and follow-up automation

Lead cards with distinct qualification, pipeline and follow-up controls

Connected revenue records with configurable sales workflows

Customer deal workspaces created from governed sales playbooks

Contact search and email campaigns for sales prospecting

CRM joining opportunity forecasts with customer service and optional commercial operations

Small-business CRM with multiple pipelines and connected conversations

Customer history and sales work connected to website inquiries

Sales opportunity paths with phase checklists and inactivity triggers

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

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

Contact enrichment and dated company signals across sales tools