Our Products

Your sales team's new best friend

Customize Your Plan

User Limit

10% Off  $135/mo

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Core Features

Account-based database that includes a robust toolset to easily manage customer and prospect information.

Includes:

  • Dashboard
  • Accounts
  • Contacts
  • User Management
  • Saved Custom Views
  • Roles/Permissions
  • Assignment Rules
  • Tags
  • Bulk Edit
  • Bulk Import
  • Bulk Export

Communication

Centralize all of your customer communication into one place.

Includes:

  • Email Composer
  • Email Tracking
  • Email Templates
  • Interaction History
  • Notes
  • Calendar
  • Web History Tracking

Automation

Automate tedious tasks so you can focus on selling

Includes:

  • Sequences
  • Notifications
  • Activity Logging
  • Workflows
  • Book Time on My Calendar

Management

Manage your sales team using key performance metrics and leaderboards

Includes:

  • Sales Activity Analytics
  • Account Analytics
  • Pipeline Analytics
  • Reporting

Customization

Customize virtually every view to fit your sales process

Includes:

  • Custom Fields
  • Custom Layouts
  • Custom Views

Opportunities/Projects

Keep the status and details of every deal and project at your fingertips

Includes:

  • Pipeline Reporting
  • Deal Tracking
  • Forecasting
  • Project/Case Management

Quoting

Create professional quotes and manage your product catalog

Includes:

  • Multi-tier price lists
  • Products/Manufacturers
  • Product Management
  • Product Bulk Import
  • Quote Management

See it in action

Our Users Love Us!

"Our Sales & Marketing Team now has an easy-to-use CRM solution that helps us generate, track, and manage our leads and sales pipeline more effectively. It helps us take the repetitive, manual work out of the sales process and ensures we stay organized and ahead of our competition."

Kolee Hodgson

Sales & Marketing Coordinator
of Ingersoll Machine Tools

5/5

4.7/5

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