Everything you need to manage full cycle B2B sales from first touch to repeat customer.

Get all of your account data in one place

Every interaction including phone calls, notes, emails, meetings and orders are all logged in one place and rolled up to the account level. Your entire company becomes aligned around a common account view from lead to repeat customer.


ACME Corp.

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Interactive Account Management Widget

Full Featured, Robust Account Management

The core of GleanView is our account based CRM. It is one of the only CRMs that is truly account based and includes all of the features you need to manage accounts, opportunities and projects. All of our products were built on top of this powerful base.

  • Dashboard
  • Accounts
  • Contacts
  • Projects
  • Opportunities
  • Calendar
  • Analytics
  • Reports
  • User Management
  • Saved Custom Views
  • Roles/Permissions
  • Assignment Rules
  • Tags
  • Bulk Edit
  • Bulk Import
  • Bulk Export

Analytics / Reporting

Always have full visibility into what deals are closing in the next week, month or year.

Affordable and Powerful

GleanView offers a full-featured powerful CRM for an affordable price.

Need even more power? Try PowerCRM

Includes everything in the CoreCRM plus a suite of automation tools that will take your team to the next level.

  • Sequence Automations
  • Advanced Analytics
  • Website Tracker
  • Workflow Rules
  • Sequence Automations
  • Advanced Analytics
  • Website Tracker
  • Workflow Rules
  • Webform Lead Capture
  • In-App Email Client
  • Email Tracking
  • Book Time in My Calendar

Our Users Love Us!

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