Leads and opportunities
Capture leads — including from your website — qualify them and follow each deal through your own pipeline stages.
Sell
CRM
Find, win and keep customers.
Who it is for Sales teams, sales managers and marketing.
What it does
Leads, opportunities, accounts, activities and campaigns.
Accounts and contacts
The full history of every customer relationship in one place.
Tasks and calendar
Calls, meetings and follow-ups, with reminders.
Lead assignment and scoring
New leads go to the right person; the best ones rise to the top.
Teams, territories and targets
Who sells where, and how they are doing.
Campaigns, email templates and sequences
Reach customers and measure the response.
Reports
Forecast, pipeline funnel, rep performance, loss reasons, lead conversion and campaign results.
Connected Works with Invoicing (quotes and invoices from the opportunity) and Contacts.
More apps
Invoicing
Quotes, orders, invoices, payments, subscriptions and reminders.
Projects
Projects, tasks, milestones, timesheets and project profit.
ERP
Accounting, purchasing, inventory, expenses, fixed assets and VAT.
HR & Payroll
Employees, leave, recruitment, performance and payroll.
See it with your own data in mind.
Tell us which apps you need — we will show you around and set up your own environment.