The complete customer story
Bring contact details, notes, files and activity history together on customer and contact records. Reach connected opportunities, quotes, invoices and support requests from the same record.
SOLUTIONS / Customer relationship
CRM and customer management: Manage every customer relationship in one place.
Track customers, contacts, leads and opportunities with communication details, ownership and activity history.
MADE FOR YOUR DAILY WORK
Customer relationship
Prepare for a sales conversation without hunting for the last note, contact or quotation. See the customer relationship with its people, owner and connected records.
A visible sales pipeline
Track opportunities in Kanban or list view. Stages, values and win probabilities help your sales team see which conversations are moving forward.
Structured data and ownership
Capture leads with their source and owner. Map columns when importing data and use custom fields to keep business-specific information alongside the relationship.
FROM FIRST STEP TO FOLLOW-UP
A workflow your team can follow.
- Capture the lead, source and owner.
- Move the opportunity through your stages.
- Open quotes, invoices and support records from the customer card.
ONE SOLUTION, CONNECTED SECTIONS
Explore what’s inside.
See each section’s role before choosing your plan. The plan comparison shows what is included and what is not.
- Customers
Connect customer records, contact details and related sales.
- Contacts
Track contact information and company relationships.
- Leads
Manage new leads with their source, owner and history.
- Online Forms
Capture leads directly in your CRM from forms embedded on your website. Form limits depend on your plan.
- Meta and Google Ads Integrations
Connect Meta Lead Ads and Google Ads lead forms. Map form fields to your CRM, capture advertising leads automatically and track delivery history.
- Online Forms
- Opportunities
Track opportunities through stages and a Kanban board.
Before you get started.
Can everyone on my team change all customer records?
The company administrator manages page access and create, edit and delete permissions. Special actions such as changing an opportunity stage have separate permissions. Plan coverage and user access are managed separately.
Is every section available in every plan?
Module coverage varies by plan. Compare the full module tree on the pricing page. Your company administrator also controls who can view, create, edit or delete records.
KEEP YOUR WORK CONNECTED
Works better together.
YOUR NEXT STEP
Compare plans ↗