Sales & CRM
Sales reporting, lead scoring, client communication logs, and automated follow-up sequences.
“Our sales team uses three different tools and nobody knows where a lead actually stands in the pipeline.”
The short answer
Sales reporting, lead scoring, client communication logs, and automated follow-up sequences. Every sales & crm capability is built into one custom platform you own, with no separate logins or per-seat fees. New capabilities are added as your business needs them.
What's included in Sales & Crm?
Sales reporting and pipeline
Track every lead from first touch to close
Lead scoring and qualification
Score leads based on behavior and criteria to focus on the best ones
Client communication log
Every email, call, and meeting in one timeline per client
Automated follow-up sequences
Post-purchase, post-service, and post-meeting follow-ups on autopilot
How does Sales & Crm connect to the rest of your platform?
Every interaction, from first touch to close, lives in one timeline. Leads are scored, followed up, and converted automatically.