FREE CRM with unlimited contacts, deals and tasks
Join our FREE plan and know your customers better via an unmatched 360 view
Collect & Organize
Import Your Data
Import contacts and leads from emails and spreadsheets. We offer 24+ add-ons that will save you time and improve your efficiency.
Keep it organized and clean
Tag, add custom fields and better categorize your key relationships. We search:
- Dates when Contacts were contacted, updated or added
- Deals, Invoices and Tickets status
- Emails, Notes and the text inside them
Use Tags across your Contacts and Deals to easily filter and group your data.
Tailor data to match your business needs, track extra contact details and map additional fields from Web Forms or CSV files.
Easily access the right data and focus your efforts on a specific segment of clients.
Use filters and sort contacts the way you want to see them so you can have more efficient workflow. You can focus on all contacts and leads that are assigned to you with one click.
Quickly assign leads, add or remove from Lists, score and change contact stage in bulk
Assign tasks to team members, send emails, save important files and schedule appointments and we will send you email alerts to remind you.
Dynamic Contact Profile
360 contact view
Your contact profile brings you a highly detailed look into everything you need to know about a customer or a prospect. Notes, Emails, Tickets, Invoices, Files and Tasks. Even better, you will find your sales results and related deals attached to each profile.
Auto profile enrichment
- Automatically save copies of your emails inside related contact profile
- Deals in progress, lost or won
- Tasks and activities
- Tickets & invoices automatically added & updated