Features built for modern sales teams
A shared, secure CRM core plus industry modules — so every team gets exactly what it needs.
Lead & contact management
Capture leads from web forms, ads, portals and imports. De-duplicate, enrich, score and route them to the right rep automatically.
- Multi-channel lead capture
- Duplicate detection
- Auto-assignment rules
- Custom fields & tags
Sales pipeline & forecasting
Visual pipelines with stage probabilities, expected close dates and weighted forecasts for every team and territory.
- Drag-and-drop Kanban
- Multiple pipelines
- Weighted forecasts
- Win/loss analysis
Field sales & visits
Plan visits, verify GPS check-in/check-out, optimise routes and capture orders on mobile.
- Visit & beat planning
- GPS-verified check-ins
- Route optimisation
- Attendance
Automation & workflows
Automate repetitive work: assignments, reminders, approvals and stage-based actions.
- Trigger-based workflows
- Approval flows
- Scheduled reminders
- Email & WhatsApp templates
Reports & analytics
Real-time dashboards for reps, managers and leadership with exportable reports.
- Role-based dashboards
- Team performance
- Source ROI
- Export to Excel
Security & administration
Isolated workspaces, role-based permissions, audit logs and secure authentication.
- Role-based access
- Audit logs
- Workspace isolation
- Secure sessions
Platform capabilities by plan area
Plan limits
- Users
- Storage
Core CRM
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
Analytics
- Standard reports
- Advanced reporting & custom dashboards
- Sales forecasting
Automation
- Advanced sales automation
- Custom workflows
Collaboration
- Team & territory management
- Email integration
Security
- Advanced roles & permissions
- Audit logs
Integrations
- Custom integrations & API
Support
- Custom onboarding
- Support
Plus industry-specific modules
Features built for modern sales teams
Start free with up to 3 users, or book a personalised demo with our CRM experts.