CRM

Getting started

• Get started with CRM
• CRM settings
• Your own record types and form layouts
• Languages, dates and your own names

Leads

• Add leads
• Convert a lead
• Web forms and custom fields
• Import leads, contacts, companies and deals

Deals

• Deals and the pipeline
• Pipelines and stages

Working day

• Work on a lead, deal or contact
• Saved views, sales targets and the calendar

Follow-ups

• Calls, meetings and tasks
• Call, WhatsApp and email
• Your day and notifications
• Booking pages and calendar

Email

• Connect your email
• BCC dropbox and shared inboxes

Campaigns

• Mass email
• Sequences

WhatsApp, SMS and calls

• WhatsApp and SMS
• Calling customers from CRM

Automation

• Automate follow-ups with workflows
• Assignment rules
• Lead scoring

Contacts and products

• Contacts and companies
• Merge duplicate leads, contacts and companies
• Products

Quotes and invoices

• Quotes and invoices
• Quotes accepted online, and price lists

Reports and team

• CRM reports
• Custom reports and dashboards
• Users and roles in CRM
• Security, custom roles and audit log

Connect other software

• API, webhooks and Zapier