Sales & CRM

Two people shaking hands, one wearing a light blue shirt and the other wearing a white shirt, in an office setting.

Turn Prospects into Loyal Customers in ONE place.

Lead to Order Pipeline

Track each opportunity from first contact to signed order without jumping apps

Quote Generation

Build and send professional quotes in seconds - customizing prices, terms, and discounts.

Sales Forecasts Rollup

Forecast revenue by rep, region, or product line, so you can plan inventory and capacity accordingly.

Customer Segmentation

Group prospects by industry, region, or order history to tailor outreach and promotions.

Approval Workflows

Route some or all quotes through an approval chain without hitting your inbox.

Tool Integration

Integrate data from other sources to keep your data in sync.