How-to Videos
Data Migration
Move data seamlessly from previous CRM
Contact Management
Manage your contacts and their activities in one place
Customer 360
Get real-time data and actionable insights
Customize your CRM
Customize your CRM to suite your business needs
Deal Pipeline
Manage your deals using the visual deal pipeline
Domain Verification - AWS
Verify your domain registered with AWS
Domain Verification - Azure
Verify your domain registered with Azure
Domain Verification - Cloudfare
Verify your domain registered with Cloudfare
Domain Verification - GoDaddy
Verify your domain registered with GoDaddy
Domain Verification - Namecheap
Verify your domain registered with Namecheap
Record Types
Manage different types of records in the same module
Roles and Permissions
Define user's scope of control and specify permissions
Sales Sequences
Configure a sequence of actions based on matching criteria
User Management
Manage your users from the CRM
Workflows
Automate tasks for your sales teams
Zoom Integration
Connect with your contacts via Zoom
Data Import
Import records into the CRM
Analytics
Deep dive into CRM data and gain insights
