Everything below is included for every user. No tiers, no gates, no add-ons. Lead capture, pipeline, tasks, dashboards, document e-signatures, support ticketing with SLA tracking, real reporting, email & calendar sync, and automations.
Automate routine work and connect the tools you already use. Included, not add-ons.
One record per customer with custom fields. Every email, deal, document, and ticket in one place.
Create, send, and sign documents. Unlimited, built in, no per-document fees.
Two-way sync with Gmail and Outlook keeps every conversation in the customer record.
Move accounts, contacts, leads, opportunities, tickets, and notes in from a CSV or Excel file — with a dry run first and an undo after.
Capture leads from your website and inbox, and route every one to an owner automatically.
A real-time kanban view of every deal, from first contact to closed.
Build reports from any data, summarize and chart them, or just ask in plain English.
Response and resolution targets by priority, measured in your business hours, with alerts before anything slips.
A built-in helpdesk with a branded portal, SLA tracking, priorities, and assignments.
Every opportunity carries one clear next step, so no deal goes quiet.