Customer Relationship Management
Create lists that segment your ideal target audience.
Use dozens of search filters to refine your audience. Assign segments to team members to keep pipelines full. Get daily alerts on updates like new licenses and contact info. Send targeted email campaigns to each specific group.
Watch your revenue climb with deal tracking.
Keep track of your hottest leads within the funnel. Deal amounts, probabilities, and expected close dates help inform projections. But of course, winning a deal is the best part.
Get a DemoOrganize follow ups with tags, notes, and tasks.
Create your own unique filters through the use of tags if you need additional search parameters. And notes and tasks allow you to leave searchable updates and reminders for yourself or your teammates ensuring nothing slips through the cracks.
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