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

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

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

Advisor CRM workflows linked to a contact, opportunity or project

Action-based investor CRM requiring a next step and deadline

Customer advocate communities for contributions, references and shared content

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

Contact search and email campaigns for sales prospecting

Browser prospect capture, CRM enrichment, and champion tracking

Company visitor identification connected with sales follow-up

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

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

Sales opportunity paths with phase checklists and inactivity triggers

Contact enrichment and dated company signals across sales tools

Company website intent, prioritized account lists, and CRM workflows

Separate reserved stock from completed shipments

Organise seller work by account, channel and time zone within a broader revenue platform

Read cadence participation separately from replies, manual stops and opt-outs