The platform
Every feature your sales team needs
Dialer, texting, email, pipeline, analytics, lead capture, and compliance — built to work as one, so every touch auto-logs to the contact and nothing slips.
CRM Core
- Contacts & companies with tags and custom fields
- Marketing Contacts — a separate marketing audience
- Lists & segments
- Saved views & advanced filters
- Global search across every record
- CSV import / export & guided migration
- Bulk actions — tag, assign, status, delete
- Activity timeline — calls, emails, notes auto-logged
- Tasks & reminders
Pipeline & Deals
- Visual drag-and-drop Kanban pipelines
- Multiple pipelines & custom stages
- Deal management — won / lost / reopen
- Weighted revenue forecasting
- Every call, text & email attaches to the deal
Power Dialer & Voice
- Browser power dialer & call queues
- Click-to-call from anywhere
- Call recording & transcription
- One-click voicemail drop
- Call scripts & dispositions
- Local presence & per-rep caller ID
- Smart inbound call routing
- Warm & blind transfer
- Live monitoring — listen, whisper, barge
- Coaching notes & call-quality scoring
- Dialer analytics & best-time-to-call
Two-way SMS
- Real-time two-way SMS inbox
- SMS templates
- Automatic STOP / opt-out compliance
- Bulk & campaign texting
- Live message push
Email & Campaigns
- Two-way Gmail & Outlook sync
- Custom SMTP (any provider)
- Open & click tracking
- Drip sequences that auto-pause on reply
- Bulk marketing campaigns
- Reusable email templates
- Unsubscribe & suppression management
Reporting & Analytics
- Rep & manager dashboards (customizable)
- Pipeline funnel & conversion
- Stage velocity
- Rep performance & SDR leaderboard
- Won / lost analysis
- Contact growth
- Campaign performance
- Dialer analytics
Lead Capture & Integrations
- Web forms & hosted lead-capture pages
- Gmail & Outlook integrations
- Outbound webhooks
- REST API & API keys
- Built-in cloud telephony
Admin, Security & Compliance
- Role-based access — admin / manager / rep / marketing
- Territories & record visibility
- Team management & invites
- Immutable audit log
- Multi-tenant isolation & encryption at rest
- TCPA calling-hours guardrails
- Two-party recording consent
- Notifications center
- Billing & subscription management
Healthcare (add-on)
- HIPAA Business Associate Agreement (BAA)
- 42 CFR Part 2-aware PHI redaction
- Patient consent management
- Verification of Benefits (VOB)
- PHI-free marketing contacts
- PHI access logging & idle auto-logoff
Stop stitching. Start closing.
Dial, text, email, and close from one screen — with every touch auto-logged and compliance built in. Your team could be making calls this afternoon.
Free trial. No credit card. Live today.