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CRM & Sales Tools
Opportunities Pipeline
Track Leads From Cold to Closed
Use the visual drag-and-drop Opportunity Manager to move leads through your pipeline and stay organised. Track conversations, assign owners, trigger automations, and tag leads by stage. Whether you’re nurturing or closing, everything is displayed in one clean view so nothing falls through the cracks.
Custom Pipelines
Build Pipelines That Match Your Process
Design unlimited pipelines for different teams, services, or departments. Customise stages to match the way you sell.
Key Benefits:
- Create unlimited sales pipelines
- Define custom stages and automation triggers
- Use for sales, hiring, or onboarding flows
- Assign visibility by team or user role
Contact Management
Organise and Segment With Precision
Each contact is stored in a detailed CRM profile, automatically updated with tags, notes, and interaction history.
CRM Features
Smart Lists
Automatically update lists based on behaviour, tags, or lead stage.
Tagging System
Use flexible labels to group and segment contacts easily.
Internal Notes
Document conversations and actions within the contact timeline.
Activity History
View every form, message, and call in a unified timeline.
Lead Scoring
Focus on the Leads That Matter Most
Assign scores to your contacts based on behaviour like page visits, form submissions, or email clicks. Use scores to route leads, trigger campaigns, or alert your sales team when someone becomes high priority. Lead scoring helps you engage at the perfect time.
Task Manager
Stay Organised and On Schedule
Assign and manage tasks across your team with full visibility into deadlines and progress.
Key Benefits:
- Attach tasks to deals, contacts, or pipeline stages
- Set due dates, priorities, and reminders
- Filter tasks by user, type, or status
- Track completion in real time from the CRM
Deals & Forecasting
Keep Track of Revenue in Real Time
Forecast sales and project revenue with custom fields, close probabilities, and stage-based projections.
Features
Deal Value Fields
Estimate revenue at the opportunity level to measure potential.
Pipeline Forecasting
View projected sales based on your current pipeline flow.
Close Probability Tags
Assign win likelihood percentages to each deal.
Performance Tracking
Use built-in dashboards to monitor targets and team progress.
