Everything the product does today

Contacts, companies and relationships

Keep people, organizations and every interaction together on one timeline, so anyone on the team knows the full story.

• People linked to their companies, deals and activities
• Timeline of calls, meetings, emails logged and notes
• Record history shows who changed what

Email marketing, lists and consent

Build static lists and dynamic segments, record consent per subscription type, and create campaigns and newsletters in a block editor with merge fields, scheduling and reports.

• Static lists on Starter; dynamic segments, campaigns, templates and scheduling on Growth and Business
• Open and click tracking, campaign performance and revenue by first or last touch
• One-click unsubscribe, a preferences page and a suppression list enforced on every send
• UTM source and referrer captured from forms and chat, with first and last touch on contacts and deals

Live sending activates once a sending domain is verified. Monthly campaign allowance: 10,000 emails on Growth, 50,000 on Business. Sends beyond the allowance are refused, never charged.

Deals and multiple pipelines

Move opportunities through stages on a drag and drop board, with a separate pipeline for each way you sell.

• Stage totals update as cards move
• Several pipelines with their own stages
• Products, quotes and tags on every deal

Free includes 1 pipeline, Starter 3, Growth and Business unlimited.

Email templates and sequences

Write templates with merge fields and safe fallbacks, then chain email and task steps with delays into a sequence.

• Merge fields for contact, company, deal, owner and custom fields
• Preview before you use a template
• Pause and resume per contact
• Stops automatically on a reply or a booked meeting
• Unsubscribes are respected

Templates start on Starter. Sequences start on Growth. Until email integration ships, email steps create tasks and drafts for your team to send.

Forecasting, goals and leaderboard

See weighted pipeline by owner and period, commit against best case, and track goals with progress bars and a leaderboard.

• Month and quarter views
• Stage probabilities drive the weighted pipeline
• Quota per person
• Goals for revenue won, deals won and activities

Quotes, products and invoices

Build quotes from a product catalog with totals calculated in the database, send a branded PDF, and convert accepted quotes to invoices.

• Product catalog and automatic numbering
• Branded PDF for quotes and invoices
• Discount approval above an admin-set threshold
• Accepted quote marks the deal won

Quotes and invoices start on Growth. Discount approvals are decided by administrators.

Tasks, reminders and calendar

Never lose a follow-up. Tasks, reminders and meetings show up in a list, a bell, a daily in-app digest and a calendar.

• Reminders with notification preferences
• Day, week and month calendar
• Drag an activity to reschedule it
• Filter by owner

Reports and dashboards

Start with standard reports, then build your own, chart them and pin the numbers your team follows to the dashboard.

• Standard reports on every paid plan
• Group, filter and chart
• Pin reports to the dashboard

The report builder and dashboard pins start on Growth.

Custom fields and custom objects

Shape the CRM around your business. Add fields to people, companies and deals, and model entirely new record types.

• Text, number, date, choice, checkbox and more
• Fields appear in lists, filters and forms
• Custom objects with their own lists and records

Custom fields start on Starter. Custom objects start on Growth.

Import, export and CRM migration

Bring data in from CSV files or a migration zip, check it with a dry run, run it in resumable batches and undo it if needed.

• CSV import with mapping and duplicate checks
• Export lists to CSV or Excel
• Full organization export for administrators
• Migration wizard with dry run report and Undo

Roles, permissions, teams and territories

Every plan has Admin, Manager, Standard and Read-only roles. Business adds custom roles, field permissions, teams and territories.

• Managers see their own team's records
• Per-record-type create, read, edit and delete
• Hide or lock individual fields
• Assign owners by territory
• The last administrator cannot be removed

Custom roles, field permissions and territories are on Business.

Plans and organization isolation

Each organization is a separate workspace. Isolation, plan limits and feature access are enforced by the database, not just the screens.

• Row-level isolation between organizations
• Limits and feature gates apply to every write path
• Downgrades never delete your data