Visual Sales Pipeline: View your sales pipeline at a glance with intuitive visualizations that show the status of each deal.

Drag-and-Drop Interface: Easily move deals through different stages of your sales process with a simple drag-and-drop interface.

Custom Stages: Tailor your pipeline stages to match your unique sales process for better alignment and tracking.

Comprehensive Deal Details: Keep track of all deal-related information, including deal value, expected close date, and associated contacts.

Activity Timeline: Monitor all activities related to a deal, such as emails, calls, meetings, and notes, in a consolidated timeline.

Progress Indicators: See at a glance which deals are progressing well and which ones need attention, helping you prioritize your efforts.

Data Handling: Perform CRUD operations, store structured information, and maintain detailed change logs for both organizations and individuals.

Interaction Tracking: Record communication history, log activities, and monitor all engagements with companies and contacts.

Relationship Mapping: Link organizations and people to relevant deals, providing a comprehensive view of business relationships and opportunities.

User Accounts: Create and manage individual user profiles for team members accessing the CRM system.

Role-Based Permissions: Define and assign specific roles with customized access levels to ensure data security and workflow efficiency.

Access Control: Regulate user access to sensitive information and critical functions based on job responsibilities and security requirements.

Dynamic Language Support: Empower your global team with dynamic translation strings, allowing seamless switching between multiple languages within the CRM interface.

Customizable Localization: Tailor translation strings to suit your business terminology and local preferences, ensuring a personalized user experience for every region.

Easy Management: Simplify the process of adding, editing, or managing translations directly from the CRM, enabling efficient updates without requiring technical expertise.

​Customizable Reports: Generate reports tailored to your specific needs, allowing you to focus on the metrics that matter most to your business.

Real-Time Data: Access up-to-the-minute statistics and trends, enabling you to make timely decisions based on the latest information.

Visual Analytics: Utilize interactive charts and graphs to easily interpret data, making complex information accessible and actionable.

Instant Updates: View changes to records in real-time, ensuring you always have the most current information at your fingertips.

Improved Collaboration: Enhance team collaboration by reducing the lag between data entry and visibility across your organization.

Seamless Experience: Enjoy a smooth, uninterrupted workflow as data is automatically refreshed and synced without manual intervention.

Visualize Your Data Geographically: Instantly see the locations of deals, contacts, and organizations on an interactive map, helping you gain insights into regional performance and opportunities.

Automatic Address Detection: Save time with automatic address detection that seamlessly places your data on the map, reducing manual entry and ensuring accuracy.

Location-Based Insights: Enhance your decision-making with geo-specific data, allowing you to tailor strategies based on regional trends and proximity to key clients or markets.

Flexible Data Entry: Create and define custom fields for any entity, whether it's deals, contacts, or organizations, ensuring all relevant information is captured.

Seamless Integration: Add, edit, or remove fields as your business evolves, without disrupting existing data or processes.

Enhanced Organization: Categorize and filter your data based on custom fields, making it easier to locate and analyze the information most important to your business.

Effortless Proposal Creation: Streamline your sales process by building detailed proposals that include products, discounts, and custom terms, all in one place.

Client Collaboration: Generate professional documents to share with clients for review and acceptance, making communication seamless and efficient.

Tailored Offers: Customize proposals to suit individual client needs, enhancing your chances of closing deals with precise and appealing offers.

Integrated Email Management: Sync Microsoft Outlook emails with the CRM, enabling users to send, receive, and track emails directly within the CRM platform.

Automatic Email Logging: Automatically log email conversations with contacts in the CRM, ensuring a comprehensive record of communication history for sales, support, or account management.

Productivity Tools: Access CRM features like email templates, follow-up reminders, and email scheduling from Outlook, improving workflow efficiency and response times.

Centralized Contact Sync: Sync Microsoft Outlook Contacts with the CRM, ensuring contact details are up-to-date and accessible across both platforms.

Automatic Updates: Automatically capture and update contact information from Outlook into the CRM, minimizing manual entry and reducing data inconsistencies.

Enhanced Contact Visibility: Link email conversations and other interactions from Outlook Contacts to CRM records for better tracking and a comprehensive view of customer relationships.

Real-Time Sync: Sync Microsoft Outlook Calendar with the CRM to ensure meetings, events, and appointments are automatically reflected and accessible in both platforms.

Improved Scheduling: Schedule meetings directly from the CRM, with automated calendar invitations and reminders sent via Outlook to ensure better time management.

Visibility Across Teams: Share calendar events with team members through the CRM, promoting collaboration and avoiding scheduling conflicts.

Seamless Data Integration: Effortlessly import data from CSV and Excel files with advanced field mapping, ensuring your information is accurately aligned within your CRM.

Customizable Field Mapping: Tailor the import process by mapping each column to specific CRM fields, giving you full control over how data is organized and stored.

Error-Free Data Import: Reduce manual errors and save time with our intuitive mapping interface, designed to make bulk data imports quick and precise.

Effortless Lead Collection: Capture leads directly from your website or landing pages with integrated public forms that automatically sync with your CRM, ensuring no opportunity slips through the cracks.

Tailored Data Capture: Customize form fields to gather specific data points that matter most to your business, from contact details to unique customer preferences, giving you deeper insights into your prospects.

Seamless Customer Information Management: Collected data is instantly organized and stored in your CRM, making it easy to manage and utilize customer information for targeted marketing and personalized communication.

Seamless Email Sync: Sync Gmail with the CRM so all inbound and outbound emails are automatically linked to the relevant customer records, keeping communication history in one place.

Contextual Email Insights: View customer details, previous interactions, and notes directly from the CRM while composing or reading emails, allowing for more informed and personalized communication.

Activity Tracking & Reporting: Track email opens, clicks, and responses directly through the CRM to gauge customer engagement and generate reports for follow-ups and performance analysis.

Centralized Contact Management: Sync Google Contacts with the CRM to ensure all customer information is up-to-date and easily accessible from a single platform.

Automated Updates: Automatically capture new contacts or updates from Gmail, ensuring the CRM reflects real-time changes without manual entry.

Enhanced Communication Tracking: Link email threads, calls, and interactions from Google Contacts to CRM records, improving customer relationship management and visibility across teams.

Two-Way Sync: Keep your CRM and Google Calendar perfectly aligned, ensuring all your appointments and deadlines are up-to-date across platforms.

Event Management: Create, edit, and manage events directly from the CRM interface, streamlining your scheduling process.

Cross-Platform Access: View and manage your schedule on any device, anytime, ensuring you're always on top of your commitments.

Internationalization (I18n): Designed with a global architecture supporting multi-currency, multi-timezone, and adaptable date/number formats for worldwide use.

Localization (L10n): Offers multiple language interfaces and region-specific adaptations, ensuring the CRM is culturally appropriate and user-friendly across different locales.

Global Accessibility: Combines I18n and L10n features to provide a seamless experience for users regardless of their geographical location or language preferences.

Integrated with Deals and Leads: Campaigns are seamlessly connected to deals and leads, allowing users to associate marketing efforts directly with specific opportunities and prospects for better tracking and performance insights.

Public Forms Connectivity: Campaigns are tied to public forms, enabling users to capture and segment responses from forms directly into campaigns for streamlined data collection and management.

Enhanced Marketing Management: This feature empowers users to organize and manage their marketing initiatives within the CRM, providing a centralized space for monitoring campaign progress and outcomes.

Data Import: Seamlessly import Contacts, Companies, and Deals (including notes) from Brevo into your CRM, ensuring all your data is centralized.

Synchronized Records: Maintain up-to-date and consistent information across both platforms for improved data management.

Comprehensive Transfer: Bring over detailed contact information, company profiles, and deal specifics to enhance your CRM's dataset.

Seamless Integration: The SDK allows users to integrate the CRM's functionalities directly into their projects, making it easier to interact with CRM data and features.

API Key Authentication: Users can generate a unique API key within the CRM to securely connect their projects to the CRM, ensuring safe and authenticated operations.

Comprehensive CRM Operations: Through the SDK, users can perform a wide range of CRM operations programmatically, enabling automation and customization tailored to their needs.