Manage Relationships
Stay on top of every contact and conversation
Contact Management
Organize contacts with custom fields, tags, and smart segmentation
Interaction Timeline
Track every email, call, and meeting in a unified activity feed
Company Profiles
Group contacts by organization with shared notes and deal history
Close More Deals
A pipeline that works the way you do
Deal Pipeline
Drag-and-drop pipeline with customizable stages and win probability
Task Reminders
Never miss a follow-up with smart reminders and recurring tasks
Email Integration
Send and receive emails directly from contact records
Stay Informed
Insights without the complexity
Activity Dashboard
See team activity, deal velocity, and pipeline health at a glance
CSV Import/Export
Migrate from any CRM with bulk import and full data export
Search Everything
Full-text search across contacts, notes, deals, and interactions
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- LLM-powered extraction via JSON Schema
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GoodLeads
Intelligent lead distribution for service businesses
- Criteria-based lead matching and distribution
- Multi-step questionnaire builder with conditional logic
- Round-robin fairness with atomic concurrency safety