Streamline customer relationships, track leads through your sales pipeline, manage contacts and deals, schedule calls and meetings, and deliver exceptional customer support—all from one powerful platform. From first contact to ongoing support, handle everything seamlessly.
Comprehensive CRM features designed to manage every aspect of the customer lifecycle, from initial contact through ongoing support and relationship building.
Add and manage customers with complete contact information, addresses, phone numbers, and login credentials. Control customer portal access and differentiate between general customers and e-commerce customers with flexible pricing tiers and limits.
Maintain detailed contact records with full information and relationship history. Easily convert promising contacts into customers when they're ready to make a purchase, ensuring smooth progression through your sales funnel.
Create and track leads for both contacts and customers. Manage lead details including budget, assigned employee, priority, and status. Visualize your entire sales pipeline on an intuitive Kanban board with customizable stages for better tracking and conversion.
Schedule calls between employees and customers or contacts with detailed information including time, assigned employee, call purpose, and comprehensive notes. Keep complete call history for every relationship to improve follow-up and service quality.
Organize and manage both online and physical meetings with customers and contacts. Track meeting times, participants, meeting types, agendas, and outcomes. Coordinate employee schedules and ensure everyone is prepared for important client interactions.
Track deals through your sales process using a visual Kanban board with multiple customizable stages. Monitor deal value, probability, expected close date, and assigned team members. Move deals seamlessly from prospecting to closed-won status.
Comprehensive ticketing system where customers create support requests through their portal. Manage tickets through stages including Draft, In Progress, Closed, and Rejected on a Kanban board. Assign tickets to team members, track resolution time, and maintain complete support history.
Provide customers with secure portal access to submit support tickets, view order history, track requests, and communicate with your team. Control portal permissions and customize customer experience based on their account type and needs.
Manage every aspect of customer relationships from initial contact through ongoing support.
Create customer accounts with complete profile information including contact details, addresses, multiple phone numbers, and account preferences. Purchase customer limits to add general customers to your database with full feature access.
Benefit from 1,000 free e-commerce customer accounts included in your plan. E-commerce customers are priced lower than general customers, making it cost-effective to manage large online customer bases. Purchase additional limits as your business grows.
Manage customer login credentials and control access to the customer portal. Enable or disable portal access based on customer type, account status, or business requirements. Provide secure authentication for customer self-service.
Store comprehensive contact details including primary and secondary email addresses, multiple phone numbers, physical addresses, preferred communication methods, and contact preferences for personalized outreach.
Maintain detailed notes, interaction history, purchase records, support tickets, and communication logs for every customer. Build comprehensive customer profiles that inform better service and sales strategies.
Organize customers into segments based on type (general vs e-commerce), purchase history, location, value, or custom criteria. Target specific customer groups with tailored marketing, offers, and communication strategies.
Organize contacts and track leads through your sales pipeline with powerful management tools.
Build a comprehensive database of prospects and contacts with detailed information including names, companies, roles, contact details, source, and relationship status. Keep all potential customers organized in one place.
Seamlessly convert qualified contacts into customers with a single action. All contact history, notes, and interactions transfer automatically, ensuring continuity in the customer relationship and no lost information.
Create leads for both existing customers and new contacts. Assign leads to specific employees, set priority levels, define budgets, and track lead source. Distribute leads fairly across your sales team for optimal conversion.
Visualize your entire lead pipeline on a customizable Kanban board with stages like New, Contacted, Qualified, Proposal, Negotiation, and Won/Lost. Drag and drop leads between stages and see your sales funnel at a glance.
Monitor all activities related to each lead including calls made, emails sent, meetings scheduled, proposals delivered, and follow-up tasks. Never miss an opportunity with complete activity visibility and reminders.
Assign scores to leads based on engagement, budget, decision timeline, and fit. Prioritize high-value leads and focus sales efforts where they'll have the greatest impact on revenue and conversion rates.
Manage your sales pipeline with visual deal tracking and stage progression.
Record deal value, probability percentage, expected revenue, and close date for accurate sales forecasting. Track both one-time and recurring revenue opportunities to understand your pipeline's true value.
Move deals through customizable pipeline stages including Prospecting, Qualification, Proposal, Negotiation, Closed Won, and Closed Lost. Visual Kanban board shows deal progression and potential roadblocks at each stage.
Assign multiple team members to deals including account executives, sales engineers, managers, and support staff. Define roles and responsibilities to ensure coordinated effort and smooth deal progression.
Set expected close dates, track key milestones, and monitor deal age. Receive alerts for deals that have been stagnant too long or are approaching close dates, helping maintain momentum and prevent lost opportunities.
Attach proposals, contracts, quotes, presentations, and other relevant documents directly to deals. Maintain complete deal history including all communications, changes, and decision points for reference and compliance.
Record reasons for won and lost deals to identify patterns, improve sales strategies, and understand competitive positioning. Learn from every outcome to continuously refine your sales approach and increase win rates.
Coordinate all customer communications including calls and meetings from one platform.
Schedule calls between employees and customers or contacts with specific date, time, duration, and assigned employee. Add call purpose, agenda, and preparation notes to ensure productive conversations.
Record detailed notes during and after calls including discussion points, customer feedback, action items, and next steps. Build a complete communication history that informs future interactions and improves service quality.
Organize virtual meetings with video conferencing links, meeting agendas, participant lists, and time zones. Track online meetings separately from physical meetings for better analytics and remote work coordination.
Schedule in-person meetings at customer locations, your office, or other venues. Track location details, travel time, required materials, and attending employees to ensure smooth execution of face-to-face interactions.
Automatic reminders sent to employees and customers before scheduled calls and meetings. Reduce no-shows, ensure preparation, and maintain professional communication standards across your organization.
Analyze call and meeting patterns including frequency, duration, outcomes, and employee performance. Identify top performers, optimize communication strategies, and ensure adequate customer touchpoints throughout the sales cycle.
Deliver outstanding customer support with a comprehensive ticketing system and customer portal.
Customers create support tickets directly from their portal with issue description, priority level, category, and attachments. Empower customers to request help anytime while maintaining organized support queue.
Manage tickets through stages including Draft, In Progress, Closed, and Rejected on a visual Kanban board. Drag tickets between stages, assign to team members, and maintain clear visibility of support workload and status.
Automatically or manually assign tickets to support agents based on expertise, workload, category, or priority. Ensure tickets reach the right team member quickly for faster resolution and better customer satisfaction.
Complete communication history within each ticket including customer messages, agent responses, internal notes, and status updates. Maintain context across support team and provide seamless handoffs when needed.
Track first response time, resolution time, and SLA compliance for every ticket. Monitor support team performance, identify bottlenecks, and ensure customers receive timely assistance that meets service standards.
Collect customer feedback and satisfaction ratings after ticket resolution. Measure support quality, identify areas for improvement, and recognize top-performing support agents who deliver exceptional service.
Provide customers with secure portal access for support, information, and account management.
Grant customers secure login credentials to access their dedicated portal. Control which customers receive portal access based on account type, status, or business rules.
Customers create support tickets directly through the portal by providing issue details, selecting categories, setting priority, and uploading relevant files or screenshots.
Customers view all their tickets, check current status (Draft, In Progress, Closed, Rejected), read agent responses, and receive notifications when tickets are updated or resolved.
Customers access their profile information, order history, invoices, documents, and account details through the portal, reducing support inquiries and empowering self-service.
Leverage powerful analytics to understand customer behavior and optimize sales performance.
Visualize your sales pipeline with conversion rates at each stage, average deal size, sales velocity, and win/loss ratios. Identify bottlenecks and optimize your sales process for higher conversion.
Track customer acquisition cost, lifetime value, retention rates, and churn. Understand which customer segments are most valuable and where to focus acquisition efforts for maximum ROI.
Monitor individual and team performance including deals closed, revenue generated, activity levels, and conversion rates. Identify top performers and provide targeted coaching to improve team results.
Measure how quickly leads are contacted, followed up, and converted. Optimize response times and follow-up sequences to maximize lead conversion and prevent lost opportunities.
Analyze ticket volume, resolution times, customer satisfaction scores, and agent performance. Improve support efficiency and identify training needs to deliver exceptional customer service.
Generate reports on calls made, meetings held, emails sent, and other customer interactions. Ensure adequate customer touchpoints and maintain relationship momentum throughout the sales cycle.
Structured lead management and pipeline visibility help sales teams close more deals faster. Never lose track of opportunities and maintain consistent follow-up with every prospect.
Automate repetitive tasks, centralize customer information, and eliminate manual data entry. Sales and support teams focus on relationship building instead of administrative work.
See every interaction, purchase, support ticket, and communication in one place. Provide personalized service with complete context of customer history and preferences.
Organized ticketing system with assignment routing and SLA tracking ensures customers receive timely assistance. Improve satisfaction with efficient issue resolution.
Visual pipeline and deal tracking provide accurate sales forecasts. Make informed business decisions based on real-time data about your sales performance and future revenue.
Start with essential features and add capabilities as you grow. Flexible customer limits and pricing tiers accommodate businesses from startups to large enterprises.
Join hundreds of companies managing customers, leads, and support efficiently with our comprehensive CRM system.
