Every contact and deal, moving forward on one board.
Keep people, companies and deals together, then drag them from stage to stage as work progresses. Deal values roll up into your pipeline totals, and a ready quote turns into a job in one click.
Contacts and companies
Every person and business you work with, with their history in one record.
- Import contacts from a spreadsheet
- Merge duplicates
- Custom fields, tags and notes
- Link contacts to their company and assign each company an owner
- Bulk actions and export
Every conversation on one timeline
Texts, emails and calls with a contact sit on one activity feed, newest first, with tabs to narrow it to emails, calls, tasks, notes, files or tickets. Log a note, send an email or text, call, or add a task from the top of the record.
- Play call recordings straight from the timeline
- Owner, tags and touch count on every contact
- Deals, quotes and campaigns for the contact in their own tabs
Pipeline totals on your dashboard
Open pipeline value and deals won this month sit at the top of your dashboard, so you see where things stand when you log in.
Drag-and-drop boards
Move a contact or a deal to its next stage by dragging the card. Leads, opportunities and customers each have their own board, and every deal type has one too.
- Each stage's total value, with monthly and annual recurring revenue
- Value on every card
- Add, rename and remove deal stages to fit how you sell
From quote to job
When a quote is ready, convert it into a job with one click. The title, value and contacts carry over, so the work starts from where the sale left off.
Quotes, jobs & invoices
E-signed quotes, jobs with dates, teams and a client portal, then invoices, payments and balances.
Learn more →Reports
Team activity by rep, a leaderboard, campaign results and today's numbers on your dashboard.
Learn more →Campaigns
Multi-step email and SMS sequences with call reminders, sending limits, bounce handling and open and click tracking.
Learn more →