Powerful Features
Everything you need to manage customer relationships.
Contacts
Manage contacts with tags, scoring, and full history. Lifecycle status, segmentation, and smart duplicate detection on import.
Companies
Link contacts to companies. Automatic enrichment, company scoring, notes, and links to deals and projects.
Deals & Pipeline
Visual sales pipeline with drag & drop, customizable stages, forecasting, and automatic value calculation per stage.
Integrated inbox with SMTP/IMAP, email templates, mass campaigns with open and click tracking, and automated sequences.
Messaging
SMS messaging, chat integrations, and message templates. Consent management built-in for each channel.
Calendar
Integrated calendar with Google Workspace sync, meeting reminders, AI-generated meeting briefings, and activity log.
Lead Scoring
Automatic scoring based on behavior, profile, and engagement. Customizable rules, playbooks, and AI insights for every contact.
AI Assistant
AI-powered autopilot that analyzes your contacts, suggests next steps, generates daily briefings, deal intelligence, and growth opportunities.
Growth Engine
Automatically identifies opportunities to upsell, cross-sell, and re-engage dormant contacts based on their behavior.
Projects & Kanban
Kanban-based project management with tasks, deadlines, participants, and time tracking. Link projects to companies and contacts.
Teams
Team management with roles, permissions, and team members. Assign contacts, deals, and projects to specific teams.
Activities
Tasks, calls, meetings, and notes linked to contacts. Calendar view, import/export, and tagging.
Invoicing
Create professional invoices, credit notes, and quotes. PDF generation, email delivery, payment tracking, and automatic reminders.
Google & LinkedIn
Sync with Google Workspace (calendar, email, contacts). LinkedIn integration for profile enrichment and outreach.
WordPress
Lead forms, visitor tracking, SEO management, and automatic synchronization between website and CRM.
GDPR
Complete GDPR support: per-channel consent management, data export (Art. 20), erasure on request (Art. 17), processing register (Art. 30), and DPA management (Art. 28).
Security
Role-based access control, encrypted storage, complete audit log, and regular security audits. Meets EU security requirements.
Audit Trail
Complete traceability of all changes. Who did what, when, and why. Exportable for auditors and regulators.