The contact database at the center of the platform — records, pipelines, custom fields, and segmentation.
The unified contact record at the center of everything.
A contact-centric CRM where every person (lead, customer, patient, student) is a record with custom fields, tags, activity history, and relationships. Contacts are the join key for nearly every other feature — messages, appointments, opportunities, and invoices all hang off a contact.
Visual deal stages from new lead to won.
Kanban-style pipelines track deals (opportunities) through customizable stages. Each opportunity is tied to a contact and a monetary value, with stage automations, probability, and reporting. Multiple pipelines can model different sales processes.