CRM
Manage contacts, track deals, sync Gmail, and close more business — with AI assistance and full pipeline visibility.
Your sales pipeline at a glance
See your entire pipeline — total value, expected revenue, win rate, and deal stages — in one dashboard. Know exactly where every opportunity stands and what needs attention.
- Pipeline value and expected revenue metrics
- Visual sales funnel with stage breakdown
- Top deals and conversion tracking
- Filterable by date, owner, and status
Contacts and companies, organized
Every contact, company, and interaction in one place. Rich profiles with communication history, linked deals, and activity timelines. Find anyone instantly with search and filters.
- Contact and company profiles with custom fields
- Full communication history per record
- Tags, categories, and smart filtering
- Gallery and list view modes
Deals that move forward
Track every deal from first contact to signed order. Assign values, set stages, link contacts and companies. Color-coded status makes it easy to spot what needs action.
- Deal pipeline with value and stage tracking
- Linked contacts, companies, and emails
- Activity timeline per deal
- Tasks and follow-up reminders
Gmail syncs automatically
Connect your Gmail and every email thread gets linked to the right contact automatically. No manual filing — conversations appear in context, right where you need them.
- Two-way Gmail sync
- Auto-linking by email address matching
- Full thread history in contact profiles
- Campaign email tracking per contact
See your customers on a map
Visualize your entire customer base geographically. Spot regional patterns, plan visits, and identify underserved territories. Every pin links back to the full account record.
- Interactive map with status-coded pins
- Click any pin for account details
- Bulk geocoding for address records
- Regional market analysis at a glance
AI that helps you sell
An AI assistant that scrapes company data, searches your records, and updates fields automatically. Ask it to research a prospect — it comes back with financials, contacts, and context.
- Company data enrichment from public registries
- AI-powered web scraping and research
- Automated record updates from AI findings
- Claude and GPT model selection
Close more deals, faster
Start managing your pipeline for free. No credit card required.
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