Optimize your sales workflow and close deals faster
Automate meaningful outreach across the entire sales cycle so you can make sure your new business efforts are more effective than ever before.
Track, manage, and automate your processes with one platform
When you automate contact management, score leads, monitor deals and pipeline, and track tasks, the time sinks disappear. Our CRM keeps your entire sales process moving smoothly. Built-in automation takes care of it all, so you can focus on selling.
We make it easy to grow revenue
Say goodbye to tedious tasks across your sales workflow. Track your prospects and make sure you’re ready to engage with them on every channel.
Notify your sales team
Send a notification or Slack message when something changes about a contact, or if they complete a certain action.Create & assign tasks
Track and divide up the sales outreach process, so you can deliver a seamless buying experience for every customer.Automatically update opportunities
Never miss a beat with automations. Synchronize your contact fields with our CRM, so you can be sure you have the latest info.
Nurture your leads
Automate relevant content based on order sizes, response times, and more. Make sure every contact gets a flow that’s right for them.
Always stay one step ahead with pipelines
Make sure nothing slips through the cracks. Our pipelines feature gives you the flexibility to track all your open deals and give every prospect the attention they deserve.
Map the customer journey
Track leads from the awareness stage all the way through to conversion.
Build unique workflows
Every prospect has a unique journey. Now every workflow can have one to match. Create multiple pipelines, each with their own unique stages.
Create stages that make sense for you
Offer unique stages for different members of your organization so they can focus on the information they need.
Find new opportunities
Use data from across your customer base to uncover new cross-selling and upselling opportunities.
Visualize and build your dream sales workflow
Choose what your pipelines look like, from Kanban-style boards to different types of lists. You can also customize each deal card, so you can visualize opportunities and goals in a way that makes the most sense for your team.
Track every opportunity as a unique deal
Deals are a way to identify qualified leads as sales opportunities. They’re contacts that no longer sit dormant in your database: they’re in your pipeline and on their way to becoming customers.
Rank and identify your most promising leads
Our lead scoring feature helps you find the best opportunities based on your prospects’ actions and behaviors.
Assign tasks for sales reps
Always make sure the right sales rep gets the right opportunities with our powerful sales routing options.
Quantify each deal’s value
When you know exact what each deal is worth, you can focus on the right opportunities. Our deal scoring feature gives each of your deals a numerical value: the higher the score, the better the deal.Automate your deals
Use automations to effortlessly create and modify deals in our CRM based on data from across your marketing stack.
Win Probability
Marketing Reporting
Create a custom dashboard so you can see the data that matters most to your business any time you need.
Marketing Segmentation
Make sure you’re sending the information people need directly to their inbox with by creating tags and events to trigger specific content.
Hyperpersonalized Marketing
Everything you need
Start converting today with our best-in-class CRM and sales engagement solution.
- Sales reporting
- 900+ integrations
- Sales pipelines
- Attribution
- 1:1 email
- Lead scoring
- Notification emails
- Sales routing
- Segmentation
- Shared notes
- Task management
- AI-powered analysis
Frequently Asked Questions
What is a CRM database?
A CRM (Customer Relationship Management) database is the collection of every single one of the contacts your business has obtained. Its purpose is to make sure you and your team are aware of where your customers are in the marketing funnel and what you need to do next to convert them. It’s a very important tool to utilize to use the full power of marketing automation.
What role can an integrated CRM play in an effective MarTech stack?
Within your marketing stack, a CRM effectively works as the brain. It’s where all your contact information is stored and lets the other aspects of your marketing stack (email marketing, social media, digital ads) know what to send and when to send content to your leads.
Why is it important that your ESP integrated with a CRM?
If your email service provider and CRM aren’t integrated and communicating with each other, then you’re adding a lot of manual labor to your marketing. Instead of going back and forth between two different software to manually create email campaigns and sends, your CRM can do the heavy lifting for you so all you have to do is click send.
