Find the CRM That Actually Closes Deals

Intelligent Lead Records with Advanced Search

Build and manage every lead with multi field search across status, assignee, origin and custom attributes

Automated Lead Health Score (0–100)

Every lead receives a machine calculated score the moment it enters based on behaviour and profile depth

Stage Progression with Priority Flags

Track every lead through a full lifecycle with urgency levels attached to each individual record

Single Click Mass Operations

Execute changes across hundreds of leads simultaneously without touching each record individually

Background Bulk Upload with Error Reports

Import large contact datasets via CSV with queued processing, deduplication and row level error logging

Hosted Report Export with Shareable URL

Generate filtered lead exports as formatted Excel files with a public download link for sharing

Direct LinkedIn Profile to Lead Conversion

Drop a LinkedIn URL and have the full lead record built, enriched and scored automatically

Intelligent Follow Up Reminder Engine

Automated time based alerts that prompt reps to act before any lead crosses an inactivity threshold

Private Threaded Team Commentary

Internal discussion threads with nested replies, privacy controls and file attachments per lead record

Inactive Lead Auto Detection

Automatic identification and flagging of leads that have gone cold beyond a set inactivity window

Configurable Multi Stage Deal Pipelines

Build unlimited sales pipelines with custom stages, deal values and projected close dates

Full Deal Change History with Ownership

Every transition, edit and update logged with the responsible user and exact timestamp

Organisation and Contact Profiles

Centralised company and person records enriched automatically with firmographic intelligence

Post Conversion Account Management

Dedicated module for managing relationships with clients after a deal is marked as won

AI Powered Conversion Probability

Predicts the likelihood of a lead converting to a signed deal based on historical win patterns

Drag and Drop Visual Pipeline Board

Kanban style card view where deals can be moved between stages by dragging

Weighted Pipeline Revenue Forecasting

Projects future earnings based on deal stage, close probability and historical performance

Native Mobile App (iOS and Android)

Access full pipeline, update records and manage leads from a dedicated mobile application

Two Way Calendar Integration

Sync business calendars with CRM activity logging and automated meeting scheduling

Custom Branded Lead Capture Forms

Build public facing forms with custom fields and branding that create lead records automatically on submission

Branching Workflow Automation Engine

Build multi step if/then logic flows triggered by lead events, field changes or time based conditions

Entry Point Duplicate Blocking

Automatic detection and rejection of duplicate leads at every point of entry including imports and form submissions

Custom SMTP with Visual Email Builder

Send outbound emails from your own mail server with a drag and drop HTML template editor built in

Organisation API Keys with Domain Controls

Generate platform API keys with IP whitelisting, domain restrictions and configurable expiry dates

Flexible Custom Field Architecture

Extend lead, contact, company and deal records with organisation defined fields in a flexible data format

Behavioural Buying Signal Identification

Surfaces real time intent indicators across all touchpoints signalling a lead is ready to progress

Visitor Tracking and Site Intelligence

Monitor which companies and leads are visiting your website and surface them in your pipeline

Outbound Email Campaign Management

Send segmented broadcast campaigns with analytics, open tracking and automation from inside the CRM

Module Level Role Permission System

Define exactly what each role can view, create, edit or delete at the individual module level with per user overrides

Instant Lead Push Across All Sessions

New leads and record updates appear live across every connected browser session without requiring a page refresh

Complete Platform Action Audit Trail

Every action performed by every user recorded with full attribution and timestamp for accountability

Centralised In App Notification Hub

Real time alert centre for lead assignments, follow up reminders and pipeline updates with read/unread tracking

Leadership Performance Dashboard

High level view of lead volume, conversion rates, funnel health and team output with configurable date ranges

AI Pre Call Prospect Intelligence Brief

Automatically generated call preparation summary covering lead context, intent signals and recommended conversation opener

Ideal Customer Profile Fit Measurement

Scores how closely each incoming lead matches your defined Ideal Customer Profile across multiple dimensions

Connected Multi Agent Business Suite

Platform connects natively with invoicing, e-signature, task management, project and automation tools