Contacts, deals, pipelines, shared inboxes, email campaigns, automations, segments, and reports — one place, one timeline per customer. No more letting hot leads cool off because you couldn't find the thread.
Every surface is wired up from day one. Contacts feed deals, deals trigger activities, activities close tasks, tasks update reports. No copy-paste between tools, no exports to reconcile, no “source of truth” arguments.
Full directory with custom fields, tags, segments, owners and activity timelines. Bulk import, dedupe, enrichment hooks — one record per relationship, no duplicates, no drift.
Drag‑and‑drop kanban with custom stages, weighted forecasts, age‑in‑stage alerts and per‑rep quotas. Configurable per team so SDR, AE and CS flows can each have their own board.
Calls, emails, meetings and notes logged against the right record automatically. Tasks roll up into a queue per rep with smart prioritisation so the next best action is always at the top.
Two‑way email sync threads every reply onto the contact record. Assignments, mentions, internal notes and SLAs without leaving the platform.
Segment your list, fire a drip, watch every reply land back on the contact. Multi‑step automations branch on opens, clicks, or any custom property.
Pipeline by stage, conversion by source, win rates per rep, activity throughput, cohort retention. Save, schedule, export — or pipe through the API to your warehouse.
All tiers include audit log, 2FA, encrypted storage, status page and email support. Higher tiers add automations, advanced reports and a dedicated success contact.
14‑day trial. No credit card. Import your first 500 contacts in under five minutes.