Capabilities
Manage leads, contacts, accounts, deals, and sales pipelines., Centralize emails, calls, meetings, notes, and other sales activities., Create dashboards, reports, forecasts, team goals, and activity views., Configure no-code automations, workflows, sequences, and integrations., Capture leads through forms, imports, APIs, and connected tools., Identify and merge duplicate lead and contact records., Provide AI agents for lead sourcing, enrichment, qualification, calling, meeting preparation, notetaking, and workflow execution., Generate quotes, send invoices, and collect signatures from deal records, subject to plan and implementation conditions., Provide mobile CRM access and call or meeting transcription features.
