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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

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

Capture employee receipts and route claims through company approvals

Music-library browsing with linked recording credits

Follow a purchase from request and approval to payment and reconciliation

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