Business
CRM
Track leads, manage contacts, and build customer relationships with pipeline visibility.
CRM gives you a complete view of your customer relationships. Track leads from first contact through conversion, manage contact information, and visualize your sales pipeline with drag-and-drop stages. Log interactions, set follow-up reminders, and generate reports on conversion rates and revenue forecasts. For schools, it helps manage prospective student inquiries and enrollment pipelines.
Key Features
- Lead capture and tracking with custom fields
- Visual sales pipeline with drag-and-drop stages
- Contact management with interaction history
- Follow-up reminders and task integration
- Pipeline analytics and conversion reports
- Email and call logging
- Custom pipeline stages per business need
- Import and export contacts
Use Cases
- Tracking sales leads from inquiry to close
- Managing prospective student enrollment pipelines
- Nurturing partner relationships with follow-up reminders
- Analyzing conversion rates across pipeline stages
- Organizing contacts by company, role, or region
Ready to bring it all together?
Start free. No credit card. No time limit on the Starter plan.