Collect and control all your sales data, in one flexible platform—to scale to your full potential

CRM Dashboard
Sales Lead Details

Lead and Contact Management

Collect the data that matters, to truly understand your customers

Follow activity history, track communications, and sort every interaction on the lead, contact, and account level—to create complete customer portraits

Formulating a Sales Email

Email Integration

Centralize and personalize your emails

Send, receive, track, and map your emails through your preferred provider—including Outlook and Gmail. Deliver personalized messages at scale, using pre-built email templates

Sales Funnel

Opportunity Management

Streamline your pipeline—with an adaptable CRM

Manage and analyze all your sales data in one place, and create in-depth reports to view opportunities as they develop—for faster pipeline and deal progression

52 Tips to Improve Your Email Marketing

Document Library

Spend less time searching, and more time selling

Reduce confusion across teams, with one central library for all your up to date files. Easily searchable and shareable, our document library automatically tracks activity on every file

Custom Dashboard


Turn insights into action

Customize your dashboard and schedule reports based on your role—and analyze the information that matters to you, when it matters to you

Email Marketing CRM Options

Application Security

Easily administer permissions across your organization

Manage 3rd-party API rights to specific method classes and commands, and control user access to specific functional areas, based on role, functions, divisions, or brands