Accounts Management
Every lead and account organized in one place, with full engagement history.
Every company you touch in one searchable list — over 26,000 accounts here — with category, revenue and employee size on each row. Search organisations, choose your columns, export what you need, and add accounts manually when a deal starts outside the funnel.
- Category, revenue and employee size per account
- Search, filter and pick your own columns
- Export anytime or add accounts manually
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Pipeline Management
Visualize every deal stage and keep momentum from first touch to close.
A board per pipeline, with deal counts and values summarised across the top and a colour-coded column for every stage. Drag a deal forward as it progresses and the totals and forecast update instantly, so you always know what is real and what is still hope.
- Separate boards for separate pipelines
- Deal count, value and win rate across the top
- Drag between stages and totals recalculate
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Task Management
Assign tasks, track progress, and keep the team aligned.
Overdue, due today, due this week and open tasks are counted at the top so nothing quietly slips. Each task carries its contact, due date, assignee and priority, and you can filter by user or date range and switch between all, open and done in a click.
- Overdue, due today and due this week at a glance
- Every task linked to its contact and assignee
- Filter by user, date range or completion state
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Contact Lifecycle
Follow every contact's journey from new lead to closed customer.
One record holds the whole relationship — properties, activity, notes, tasks, email, deals, documents and marketing, all on tabs. Move a contact through subscriber, lead, marketing qualified, sales qualified, opportunity and customer, and see the workflows and LinkedIn sequences they are enrolled in right beside their details.
- Activity, notes, tasks, email and deals in one record
- Full lifecycle from subscriber to customer
- Assigned workflows and sequences shown inline
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