A pipeline your team actually updates
Leads, contacts, organizations and deals in one place, with the scoring, routing and forecasting that usually arrives as a second product.
From first touch to closed
Every record has a list view and a board, so the people who think in rows and the people who think in columns are looking at the same data.
Leads and lead boards
Capture, qualify and convert. Duplicate detection runs across leads, contacts and organizations rather than within each one.
Contacts and organizations
People and the companies they belong to, each with its own board view and activity history.
Deals and pipeline
Stages you define, with recurring-revenue deals and renewals handled as first-class, not as a custom field.
Activities
Calls, meetings and notes logged against the record they belong to, so a handover does not lose the history.
Work that assigns itself
The administrative half of running a sales team, automated at the point the record is created.
Lead scoring
Score on the attributes that actually predict a close for your business, not a vendor's defaults.
Assignment rules
Route new leads by territory, source or score the moment they arrive.
Territories
Define who owns what, and let ownership transfer move an entire book of business in one action.
Email templates and sequences
Send from a template or run a multi-step sequence, with a connected cold-email tool if you use one.
Numbers you can take to a board meeting
Reporting is part of the module rather than an export to a spreadsheet.
Forecasting and quotas
Per-rep and per-team quotas, with the forecast built from the pipeline rather than typed in.
Win / loss
Why deals closed and why they did not, kept as structured data rather than a free-text note.
Team activity
What the team actually did this week, across calls, meetings and emails.
Products and price books
Catalogue your products once and price them differently per segment or region.
Coming from Zoho
There is a dedicated importer rather than a CSV round trip.
Zoho import
Bring leads, contacts, organizations and deals across with their owners and history intact.
Custom fields
Fields you already depend on come with you, so the first week is not spent recreating them.
See it on your own data
A demo runs on a tenant of your own, not a shared sandbox, so you can import a sample of your records and see how they behave before deciding anything.