With real-time insights on easy-to-use dashboards and reports, you can make informed decisions and maximize your results.
A centralized hub that consolidates critical sales data, KPIs, and activities into a single, interactive, and user-friendly interface.
Easily analyze data, track key metrics, and make informed decisions to drive your business forward.
Store and manage unique details on a contact in your CRM. Once created, Custom Fields appear on every contact's detail page. Track business-specific data and use it across features like emails, texts, notes, and more.
Identify, prevent and remove duplicate data.
User-defined data placeholders streamline data management by storing, organizing, and providing easy access to information within a system or application, enhancing functionality and efficiency.
Financial reports that deliver actionable insights, detailed data visualizations, and accurate forecasting to refine and optimize your ROI strategies.
Customize your CRM to align with the unique relationships and workflows that drive your business. Easily tailor fields and categories to track specific details like properties, events, or objects, ensuring your system adapts seamlessly to your needs for a truly personalized experience.
Assigning labels to your contacts allows you to group them based on criteria such as "VIP Customers" or "Webinar Attendees." This makes it easier to segment your audience, tailor your communication, and streamline workflow automation.
Monitor changes made to your account with ease. Track which team member performed specific actions, making it simpler to review updates or identify and resolve issues caused by accidental changes.