Platform Features
Built for Serious Sales Teams
Every feature ships in one product, one price. No bolt-ons, no surprises — just everything you need to win.
Everything Your Team Needs
Lead Management
Capture, organize, and track every lead with custom fields, source tagging, and smart deduplication.
- Auto duplicate detection
- Custom lead fields
- Source attribution
- Lead scoring 0–100
Pipeline Automation
Set up trigger-based automation rules that run when any pipeline event fires.
- Event-based triggers
- Auto email sequences
- Task creation
- Status transitions
Analytics & Reports
Real-time dashboards so your team knows exactly where to focus every day.
- Conversion funnels
- Team leaderboard
- Revenue forecast
- Custom date ranges
Smart Follow-ups
Schedule follow-up dates per lead. Get notified before a lead goes cold.
- Daily reminders
- Overdue alerts
- Lead aging detection
- Calendar view
Team Management
Roles, permissions, and round-robin assignment built in to manage any team size.
- 4 role levels
- Round-robin auto-assign
- Team performance
- Activity logs
Bulk Operations
Move fast. Import, export, assign, and delete thousands of leads in seconds.
- CSV import
- CSV export
- Bulk delete
- Bulk assign
Email Marketing
Send campaigns directly from your CRM using beautiful HTML templates.
- Custom templates
- Inline HTML editor
- Campaign tracking
- Per-lead history
Security & Access
JWT auth, refresh tokens, and role-based access control throughout the platform.
- JWT + refresh tokens
- RBAC on all routes
- Rate limiting
- Activity audit trail
Want to know how lead management differs from traditional CRM?Read Lead Management vs. CRM Guide