Integrated. Simple. Mobile.

CRM Software Features

CRM sales pipeline

Sales Pipeline

Increase sales by following through on all prospects and closing deals. See a visual pipeline of all incoming deals. Don’t miss out on a golden opportunity.

Conversions

Avoid re-entering data across systems and go beyond customer relationship management by converting opportunities into quotes, projects, invoices, and more.
CRM conversion fields
web lead capture CRM

Capture Web Leads

Unify your sales tracking systems and collect new leads from your website by integrating with WordPress or our developer API.

Mobile CRM App

Access your CRM tools right from your smartphone. Real time updates made from the web will be pushed into your phone app. Available in both Android and iPhone marketplaces. More
mobile CRM app
CRM system custom fields

Unlimited Custom Fields

Take full control of how each app looks. Customize it by adding or removing existing fields that pertain only to your business.

Reports & Savings

"We've looked at many CRM solutions, and none were as fast and easy."
- Todd Schager
Lead Capture
  • Web-to-lead form
  • Email to lead
  • CSV import
Customize Apps
  • Create or remove fields
  • Share sections across apps
  • Secure sections of fields
  • Advanced searches
  • Create custom views
Conversion
  • Lead to contact/customer/opportunity
  • Contact to customer
  • Opportunity to order, estimate, invoice, project
Customer & Contact Management
  • Store an unlimited amount of data
  • Set role based privileges
  • 360 view of all associated apps
Google Apps Integration
  • Contact sharing
  • Calendar sync
  • Task sync
  • Google Drive integration
Sales Tracking
  • Performance dashboard
  • Win/loss analysis
  • Sales Planning App
  • Territory Management App

Works with Your Favorite Apps

works with your favorite apps

Which Solution is Right for You?

CONTACT MANAGER

A simple online CRM system to store contacts, reminders, files, and communication history. If your business grows and you need more apps, feel free to add them from the App Store at anytime.

SALES TRACKING

Manage your sales pipeline, stay on top of employee activities, and close more deals.

CRM & Billing

Track your sales and easily convert them into invoices to get paid quickly!