← All use cases
CRM
Track every client, deal, and follow-up in one flexible workspace — built around your sales process, not the other way around.
- ✓Contact and company records linked to deals and activities
- ✓Pipeline views with customisable stages
- ✓Automated follow-up reminders by date or deal stage
- ✓Email templates sent from your own domain, tracked per contact
- ✓Custom fields for any data your team captures
- ✓Role-based access so reps only see their own pipeline