Marketing plans based on usage to help you grow.
Affordable plans priced per user, for small and medium businesses.
Send templated sales emails. Collaborate on messaging strategy.
Protect sensitive customer data.
Track business opportunities visually through custom deal workflows.
Tools to keep on top of day-to-day customer interactions.
Build the CRM your business needs. Easily.
Create marketing campaigns that work for a variety of scenarios.
Create kanban-style boards to track client work visually through your custom workflow.
Manage Leads, Business Contacts, Companies for B2C and B2B.
Keep customers engaged with your brand.
Share data in a way that works for your business needs
Collaborate Securely
With powerful tools to let teams work collaboratively, while restricting data access as necessary.
Protect sensitive customer information
Role-based access
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Create custom user roles to define the level of access to application functionality and data.
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Create roles that map to actual job responsibilities e.g. sales representatives, sales managers, and executives.
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Create teams to easily manage which users should share data with each other.
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Setup team cross-sharing rules to determine which teams share data with each other.
Team-based data sharing
Manage access down to the individual record level
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Rely on default team plus role-based access to minimize effort.
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Use fine-grained controls when desired to override access to specific records.