Evidence status
supportedReports, dashboards, analytics, and performance views support pipeline and sales-performance analysis.
Plan condition: Free edition includes standard reports; unlimited reports are listed for Professional.
vendor documented · checked 2026-09-12 · source ↗
Capabilities
Lead capture through built-in forms, Lead scoring and predictive lead intelligence, Lead, contact, account, and deal management, Sales pipeline and multiple sales-pipeline tracking, Workflow, cadence, blueprint, approval, and process automation, Lead assignment and routing rules, Sales forecasting and performance reporting, Data enrichment for lead records, Tasks, meetings, calls, reminders, and activity history, Email integration, mass email, templates, and built-in calling, Calendar integration for scheduling and booking meetings, CPQ and price-rule-based quote management, Territory and multi-team management, Custom modules, fields, layouts, buttons, functions, and portals, Dashboards, reports, analytics, anomaly detection, and Zia AI assistance, APIs and integrations with external applications, Mobile CRM applications
