Sales & Pipeline
One record per person and company.
Keep every person and account in one place, with email, phone, and the deals, tickets, and invoices tied to each one.
Included in every plan · free for viewers & customers.
What contacts & companies gives you.
One profile per person
Email, phone, title, and notes on a single record. No duplicates, no hunting through three tools for a number.
Companies and their people
Group contacts under the account they work for. Open a company and see every person, deal, and open ticket in one view.
Everything links back
Each record shows its related deals, quotes, tickets, and invoices. The full relationship, not just a name and a number.
One connected system
The same contact across every module.
One record is shared by sales, finance, and support. Update an email once and it is right everywhere.
A contact's invoices and payments show on their record.
Support tickets from a company roll up to its account.
Email a contact and the thread saves to their profile.
More in Sales & Pipeline.
Every feature comes with every plan, on the same connected data.