Drag-and-drop kanban boards with customizable stages and automations
Capture leads from web forms, email, social media, and manual entry
Unified contact database with interaction history and timeline
Generate branded proposals with e-signatures and approval workflows
AI-powered revenue projections based on pipeline data and trends
Two-way email sync, templates, sequences, and open tracking
Log calls, meetings, tasks, and notes with calendar integration
Sales dashboards, win/loss analysis, team performance, and territory mapping