CRM
A full CRM built for sales teams
Calls, texts, emails, and lead management in one unified system, on desktop and mobile. Everything a modern CRM should do, and then some.
Communication Hub
Call, text, and email from one place
Reach every lead through a single unified system, on desktop or the mobile app.
- Use the CRM on both desktop and the mobile app
- Make calls, send texts, and write emails from the same unified system
- Enable call recording for quality control and compliance
- Leave voicemails, block spam numbers, and purchase unlimited phone numbers
- Use text and email templates for faster outreach
Call Text Voicemail Block spam Unlimited #s
Smart Inbox, Team & Settings
Every agent and activity in one view
Track all team activity, manage agents, and control exactly what each person can see and do.
- Track calls, texts, emails, and tasks per agent
- Create and track tasks with reminders for follow-ups or appointments
- Add agents, assign leads, and control visibility
- Set which leads each agent can view or edit
- Connect your email with custom signatures, roles, and permissions
Agents
Manage
Tasks
Reminders
Roles
Permissions
Activity
Per agent
Lead & List Management
Organize leads and track revenue
Manage unlimited leads with custom fields, run list campaigns, and monitor performance and revenue.
- Build and manage text and email lists with templated or personalized messages
- Track deliverability, replies, and engagement
- Add, filter, and organize leads with unlimited custom fields
- Upload profile pictures, notes, and files to each lead
- Filter by date, agent, source, tags, custom values, or any field
Custom fields Notes & files Filters Deliverability Engagement
More features
Explore the rest of the platform
Everything you need to route, track, and scale your lead operation, all in one place.
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Experience the CRM built to route, track, and scale your entire lead operation.