Keep track of your pipeline

Manage all your sales opportunities on the one page. Quickly progress deals with drag and drop functionality.

Eliminate repetitive admin tasks

Create a bank of regularly used content to insert into notes, emails and tasks with just a few taps of the keyboard.

See the bigger picture

Make informed decisions on where to make impactful improvements to your sales process with the data rich dashboards in the Analytics App.

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Other Features

Streamline processes

Choose from ready-made email templates or create your own.

Real-time collaboration

Quickly delegate tasks and share client details with your team.

Never miss a follow up

Create a seamless client journey by automating follow up activity and tasks.