C
CRM
A clean, customizable CRM to manage your pipeline, contacts, and company relationships in one place.
Preview
Overview
CRM provides a streamlined foundation for managing your sales cycle without the complexity of bloated enterprise tools. Designed for small teams, it offers a clear view of your business health through a visual dashboard and an intuitive deal pipeline, making it easy to track every interaction from lead to close.
What you get
- Visual Sales Pipeline: Track opportunities through customizable stages using a Kanban-style board or a detailed list view.
- Comprehensive Relationship Management: Maintain a centralized database of companies and contacts, complete with activity logs for calls, meetings, and emails.
- Real-time Analytics: Monitor performance with a built-in dashboard featuring pipeline value charts, deal distribution, and top account tracking.
- Activity Tracking: Keep a chronological history of every touchpoint on contact and deal profiles to ensure no follow-up is missed.
- Professional Branding: Automatically pull company logos via domain integration and manage contact avatars for a polished, visual workspace.





