Powerful Features Built for Small Business Needs
Our CRM offers a powerful set of features designed specifically for the needs of small businesses. Unlike many CRM platforms that focus only on sales, our solution provides a balanced approach to help manage your entire business more efficiently.
Pipeline Management
Keep your business activities up to date and efficiently manage operations using smart pipeline management tools.
Team Pipelines
Manage all customer-related activities in one place with shared team pipelines. Your CRM acts as a central hub where teams can securely access, update, and organize customer information.
Connected Pipelines
Follow your customers' journey from the first interaction to the final deal. Automated workflows help track movement between stages and keep every team aligned.
External Records
Keep customers and team members informed by sharing important pipeline updates and records when needed.
Task Management
Stay on top of your work by creating and managing tasks directly within your pipelines. Assign tasks, set reminders, and track progress with just a few clicks.
Products
Organize your product catalog and connect items with deals automatically, making it easier to track sales and manage offerings.
Customer Management
Leads can come from many different sources, and managing them efficiently is essential. Stay organized, automate routine processes, and improve your chances of turning prospects into loyal customers.
Data Import & Export
Easily move your data in and out of the system. Import contacts from spreadsheets or other tools, and export your CRM data whenever you need it for reporting or backup.
Custom Forms
Create personalized forms in minutes to collect information from customers and prospects. Share them on your website, email campaigns, or other platforms to capture valuable data.
Real-Time Notifications
Stay informed with instant alerts for important updates such as emails, calls, and other customer activities so you never miss an opportunity.
Gmail Integration
Connect your Gmail inbox with the CRM to automatically capture contacts and conversations without switching between applications.
Payment Links
Make payment collection simple by generating secure payment links and integrating with popular payment gateways.
Booking Pages
Allow customers to easily schedule meetings or appointments with you through a dedicated online booking page.