Everything needed to manage the customer journey
Explore the four major product areas below. Each page is prebuilt in Elementor-compatible sections and includes its dedicated CRM hero artwork.
Contact Management
Customer 360 profiles, companies, notes, tags, lists and activity history.
Pipeline & Deals
Visual opportunities, deal stages, values, tasks and commercial operations.
Workflow Automation
Visual workflows, triggers, conditions, delayed steps and CRM actions.
Reporting & Performance
Revenue visibility, forecasts, targets, risk and team performance.
Unified Communications
Communication history, direct email templates and inbox operations.
Sales Intelligence
Scoring, segmentation, assignment, territories, quotas and commissions.
Integration Centre
Credentials, mappings, scheduled sync, evidence logs and retry operations.
Workspaces & Governance
Branches, roles, audit logs, API keys, webhooks and scheduled reports.
Contact and customer management
Give teams the full context behind a relationship before they call, email or follow up.
- Unified profiles and company relationships
- Activity, notes, tags, lists and ownership
- Forms and import pathways
Pipeline and deal tracking
Make opportunities visible, measurable and actionable from first qualification to won or lost outcome.
- Kanban stages and deal values
- Tasks, next steps and ownership
- Quotes, products, renewals and forecasting
Workflow automation
Build visible, reusable customer and sales processes without losing operational accountability.
- Visual canvas with trigger assignments
- Conditions, delays and resumable execution
- Email, CRM and webhook actions
Reporting and team performance
Measure activity, pipeline, targets, revenue risk and customer health using clear operational dashboards.
- Advanced sales and activity reports
- Forecasting and historical snapshots
- Scheduled workspace reporting
Choose the capability your team needs today
Use CRM Free as a practical foundation, Pro for sales operations and automation, and Enterprise for workspace isolation and governed delivery.