Manage
A pipeline that fills itself.
Contacts found in Find and worked in Engage arrive here with their history attached. You re-type nothing.
Contacts & companies
One record per person, one per company, linked together. Messages sent, replies received, notes, tasks, opportunities: all on one page, in order.
Pipeline & opportunities
Six stages, from qualified to signed: Qualified, Discovery, Proposal, Negotiation, Closed Won, Closed Lost. Kanban view, drag and drop to move a deal forward.
Tasks & follow-ups
A promised follow-up is a dated task attached to the contact. What’s due today is at the top of your day, not in your head.
Organisation & roles
Invite your team and assign a role: owner, admin or member. Contacts, campaigns and opportunities are shared; everyone sees what everyone else is doing.
Campaign reporting
Step by step: sent, opened, clicked, replied, bounced. You see which opener works and where the sequence loses people — instead of one global reply rate that tells you nothing.
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