Never lose a customer between first lead and signed deal

Contacts & accountsMobile

Manage people and companies in one shared directory with every interaction visible in one place.

CSV import & export

Import customer lists with a preview step that checks each row before anything is written.

Duplicate detection & mergeAdvanced

Find duplicate contacts and merge them while keeping deals, activities and notes intact.

Dynamic segmentsAdvanced

Build static segments or dynamic ones that refresh on a schedule from your filter rules.

Customer health score

See a health score on each account page to spot customers who need attention.

Lead list & KanbanMobile

Track prospects by status, assign owners and filter quickly in list or board view.

Lead scoringAI

Score leads by behaviour and campaign; the Hot leads list shows only open leads above threshold.

Hand-off to sales

One click hands a lead to sales, with email and in-app notification for the new owner.

Campaign attribution carry-overAdvanced

Leads created from contacts inherit their latest campaign, keeping attribution intact through the funnel.

Convert lead to deal

Convert a lead into a deal and optionally create the delivery project at the same time.

Custom stages

Configure pipeline stages to match how you sell and drag deals between columns.

Stage gatesAdvanced

Set required conditions a deal must meet before it can move to the next stage.

Activities & blockersMobile

Log calls and meetings, and raise blockers for managers to answer right on the deal.

Deal approvalsAdvanced

Define approval rules by value or condition, submit deals and track decisions.

Won deal from Sales OrderAdvanced

Confirming a Sales Order marks the deal won and promotes the contact to customer automatically.

Renewal opportunities

Track service contracts nearing expiry as a dedicated renewal pipeline.

Pipeline analytics

See deal value, count and velocity by stage, owner and channel.

Sales forecast submissionsAdvanced

Reps submit period forecasts and managers compare them against the live pipeline.

Win/loss analysis

Find the most common win and loss reasons to sharpen your sales approach.

Channel & customer analytics

Compare acquisition channels and customer value across segments.

AI sales assistantAI

An AI assistant suggests next steps, summarises deals and flags leads going cold.

Workflow automationAdvanced

Design approval and automation workflows for leads and deals with a visual builder.

Scoped data accessAdvanced

Reps see their own customers, team leads their team's, and directors everything.