A CRM designed for real people

Seamless integration with your personal email, marketing, and automations.

Social and behavioral data

Get to know your contacts. We show their interests, social profiles, interactions with marketing campaigns, behavioral actions on your web site (and your custom apps), and the likelihood of closing a deal.

Contact and lead scoring

Not every contact and sales opportunity is equal. Use contact data such as their details, interactions, behaviors, interests, and more to ensure you are pursuing the top opportunities first.

Manage and grow your list of contacts

Manage your existing and future contacts with ease. With powerful searching and filtering options you can drill down to specific groups of contacts and view the entire history of a specific contact.

Setup custom sales processes

Craft your own sales process combining automated and manual touches to provide the best sales experience possible while saving your agents time.

Use intelligent behavior based logic to nurture leads. Have agents reach out manually when the contact is ready.

Complete sales automation

Assist your sales reps with automated actions based on your contacts' emails, actions, time within deals and stages, website browsing history, and more. Manual actions are assisted via automation features to ensure you can do more with your time. This provides the perfect blend of automation & personalized human touch to your deals.

With over 150 apps and integrations you can funnel all your data into Smart Marketer.

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Drag & drop deals

Naturally and seamlessly move deals from one stage to another as you work to close the deal and increase your company's sales.

Fully integrated

Your marketing, automation, and sales processes are all seamlessly integrated within a single platform.

Seamless email integration

Connect with Gmail, Outlook, or any other email provider. View all sent and received emails related to a deal from a single central view.

Sales and user reporting

Keep an eye on your sales funnel, performance metrics, automations, and individual agents with ease.

Customized sales flow

Design your sales process to be as unique as your business. With custom pipelines, sales stages, tasks and more you can get more leads fast.

Track your sales process

Watch your sales funnel in real time and always know how much money is pending in each stage. All it takes is a quick glance.