01
Customers & contacts
One record per customer with contacts, notes, documents and a complete activity timeline.
02
Sales pipelines & offers
Track opportunities through stages, build offers from your product catalog and send them to customers.
03
Contracts & e-signatures
Turn accepted offers into contracts and collect electronic signatures.
04
Tasks, calendar & work orders
Assign follow-ups, schedule meetings and manage service jobs for your team.
05
Customer email in context
Connect your business mailbox so conversations appear on the right customer record.
06
Reports & sales goals
Dashboards, reports and targets that show how sales and service are performing.