Unified 360° view of every contact — emails, calls, notes, deals, and activity timeline in one card.
Machine-learning model scores inbound leads based on fit, engagement, and historical win patterns.
Drag-and-drop Kanban pipeline with custom stages and auto-alerts on stale deals.
CSV migration with AI deduplication to catch duplicate contacts automatically.
Full org-wide visibility: revenue, team performance, billing, and user invitations.
Cross-team pipeline view, forecast accuracy, and manager performance metrics.
Team quota tracking, rep coaching notes, and deal review workflows.
Focused view — own contacts and deals. No noise, no distraction.
AI recommends the best action for each deal — follow-up email, meeting, or proposal timing.
Flags at-risk deals before they go cold using engagement signals and time-in-stage patterns.
Trigger multi-step cadences based on deal stage, contact behavior, or custom conditions.
Auto-transcribe calls, extract action items, and sync notes to deal records.
Secure token-based auth with configurable expiry and refresh rotation.
TOTP-based multi-factor authentication available for all roles, enforceable org-wide.
Every create, update, delete action logged with user, timestamp, and IP address.
Users only see and modify records within their scope — no data leakage between reps.