Capabilities
CRM contact, company, deal, and activity records, Inbound forms, chat, conversational engagement, and lead capture, Sales email, email tracking, templates, scheduling, calling, and sequences, Lead scoring, routing, sales automation, and workflows, Conversation intelligence, call recording, transcription, summaries, and coaching support, Sales pipeline management and forecasting, Reporting, dashboards, KPI analysis, and revenue analytics, CPQ, quotes, contracts, e-signature, billing, invoices, subscriptions, and payments, Customer service and customer-success workflows, AI assistants and agents, including prospecting-related functions, Permissions, teams, custom objects, and CRM customization on higher plans
