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

CRM workflows that distinguish the first matching event from repeated matches

B2B CRM activities that connect tasks and emails with a sales-process step

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

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

Customer deal workspaces created from governed sales playbooks

A password vault with integrated account aliases

An on-premises vault for privileged account records

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

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

Contact search and email campaigns for sales prospecting

Browser prospect capture, CRM enrichment, and champion tracking

Company visitor identification connected with sales follow-up

CRM joining opportunity forecasts with customer service and optional commercial operations

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

Use company context and CRM deal segments to rank prospect accounts

Company intelligence and contact research for account-based selling

Small-business CRM with multiple pipelines and connected conversations

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

Customer history and sales work connected to website inquiries

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

Sales opportunity paths with phase checklists and inactivity triggers