Manage contacts, track deals through a visual pipeline, and close more revenue — without leaving the platform or paying for a separate CRM.
A complete CRM built right into the platform — for org teams, partners, and sales reps.
Create and organize contacts with rich profiles — company, job title, tags, and notes. Search and filter instantly across your entire database.
Track deals through customizable stages with a Kanban-style pipeline view. See your total pipeline value, win rates, and bottlenecks at a glance.
Record every interaction — calls, emails, meetings, and notes. Build a complete timeline of every relationship so nothing falls through the cracks.
Create reusable email, SMS, and note templates with variable substitution. Personalize outreach at scale without retyping every message.
Control exactly who sees what. Contacts and deals can be private, shared with a partner team, or visible across the entire organization.
Granular CRUD permissions for org users, partners, and sales reps. Admins override everything; sales reps see only their own contacts.
The visual Kanban pipeline gives you instant clarity on where every deal stands. Move deals between stages, track values, and identify bottlenecks — all from one screen.
Partners and sales reps get their own CRM view in the Partner Portal — filtered by visibility rules. They manage their own contacts and deals without seeing the full organization's data.
No separate tool. No migration. Your CRM is already built into the platform.
Create contacts manually or import from CSV. Tag them as leads, prospects, or customers.
Link deals to contacts. Set amounts, probability, expected close dates, and assign a pipeline stage.
Move deals through stages. Log calls, emails, and meetings. Watch your pipeline grow in real time.
Mark deals as won. Link contacts to platform customers. Let commissions calculate automatically.