CRM
From first touch to closed deal
For sales teams, finance, and client billing workflows.Pipeline & lead capture
Manage contacts, pipeline deals, directory inquiries, and team activity in one workspace.
Tip: Directory inquiries sync here automatically when CRM is enabled.
Best for: Sales teams managing deals and contacts · Part of Revenue & finance
What you can do
- Contacts with custom fields and import
- Visual deal pipeline with stages
- Unified inbox for inquiries
- Email sequences and SLA tracking
- Revenue forecast and activity timeline
- Embeddable lead capture widget
Why teams choose it
- Never lose a directory lead again
- See every touchpoint on one timeline
- Forecast revenue from your pipeline