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Mapped sales accounts with route planning and meeting follow-up tools

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

CRM workflows that distinguish the first matching event from repeated matches

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

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

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

Use company context and CRM deal segments to rank prospect accounts

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

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

Separate reserved stock from completed shipments

Account and contact management with bulk updates, opportunity history, and task automation