Kanban-style sales pipeline. Drag deals between stages, track totals per column, and see weighted value. Team mode shares the board.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Log emails, calls, meetings, notes, and tasks against contacts. Chronological timeline with type and owner filters. Team-shared.
Named email templates with merge variables. Categories for cold outreach, follow-up, meeting, proposal, closing. Preview and copy. Team-shared.
Kanban-style sales pipeline. Drag deals between stages, track totals per column, and see weighted value. Team mode shares the board.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Log emails, calls, meetings, notes, and tasks against contacts. Chronological timeline with type and owner filters. Team-shared.
Named email templates with merge variables. Categories for cold outreach, follow-up, meeting, proposal, closing. Preview and copy. Team-shared.