CRM Features
Comprehensive tools to manage every aspect of your customer relationships
Everything You Need
Our CRM system includes all the features you need to manage customer relationships effectively
Contact Management
Organize and manage all your customer information in one centralized location. Store contact details, communication history, and important notes with unlimited contacts.
Store unlimited contact records with detailed profiles
Bulk import and export contacts with custom field support
Add industry-specific fields (text, number, date, select, boolean)
Organize contacts with tags and advanced filtering options
Multi-assignee support for team collaboration
Sales Pipeline
Visualize and manage your sales process with intuitive Kanban boards. Track deals through every stage from lead to closed-won with customizable stages.
Visual drag-and-drop deal tracking with customizable columns
Create custom deal stages with probabilities and colors
Track deal values in multiple currencies with conversion
Set and track expected close dates with reminders
Filter deals by stage, value, contact, date, and more
Task Management
Stay organized with powerful task management tools. Create, assign, and track tasks across your team with multiple view options and priorities.
Kanban board and table view with customizable columns
Multi-assignee support for shared responsibilities
Set due dates and priorities (Low, Medium, High)
Link tasks to contacts, deals, and projects
Inline editing and bulk operations for efficiency
Project Management
Manage projects and track progress with comprehensive project management tools. Organize tasks, collaborate with teams, and deliver on time.
Create and manage projects with descriptions and timelines
Link tasks to projects for better organization
Assign team members and track project progress
Track project status with custom statuses
View project completion rates and team performance
Workflow Automation
Automate repetitive tasks and streamline your business processes with powerful workflow automation. Create triggers, set conditions, and define actions.
Trigger workflows on create, update, or delete events
Add conditions to control when workflows execute
Notify users, assign tasks, update fields, and more
Use pre-built templates for common scenarios
View workflow execution logs and debug issues
Analytics & Reports
Get valuable insights into your business performance with comprehensive analytics and customizable reports. Make data-driven decisions.
View key metrics and KPIs in real-time
Create customizable charts and visualizations
Export reports to PDF and Excel formats
Track sales pipeline performance and conversion rates
Monitor team activity and performance metrics
Additional Features
More tools to help you succeed
Advanced Search
Full-text search across all entities with advanced filtering options
Role-Based Permissions
Control access with customizable permission groups and roles
Comments & Activities
Track all interactions with comments, activities, and changelog
Ready to Experience These Features?
Start your free trial today and discover how our CRM can transform your customer relationship management.
Launch CRM Now