Contacts & Companies
Full contact profiles with timeline, notes, activities, and history. Link contacts to companies and deals automatically. Every interaction — email, meeting, ticket — appears on the contact record.
Pipeline Management
Visual Kanban pipeline with custom stages. Drag deals through stages, set close dates, track deal value at each stage, and add products with line-item pricing.
Activity Tracking
Log calls, emails, meetings, and notes against any contact or deal. Calendar bookings are automatically logged as CRM activities when a meeting is booked via the scheduling page.
Email Campaigns
Send bulk emails to segmented lists directly from the CRM. Track opens and clicks, and see engagement on each contact record.
Journeys — Lifecycle Email
Automated, multi-step email sequences that run on a schedule. Welcome new signups, drip onboarding tips over days, and win back inactive users — triggered by an event, a behavioral segment, or added manually. Feed signup and last-login data in through the contacts API.
Lead Capture Forms
Embed forms on your website that automatically create or update CRM contacts on submission. No Zapier required — the Website Builder does it natively.
Smart Lists & Segments
Build dynamic lists filtered by any field — stage, tag, last activity, lead score, and more. Use lists as Survey autopilot targets to send feedback requests automatically.
CRM → Accounting
When a deal is marked won, an invoice is created automatically in Accounting with the deal's products and amounts pre-filled. Close the deal, send the invoice — in one step.
CRM → Projects
Winning a deal can automatically create a new project from a template. The customer contact is linked, the timeline is set, and the team is notified.
CRM → Surveys Autopilot
Target CRM contact lists and tags as survey recipients. Send NPS, onboarding, or relationship surveys to the right segment automatically on a schedule.