A CRM designed for real people
Seamless integration with your personal email, marketing, and automations.
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.
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 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.
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.
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.
Capture more leads than ever before
With over 150 apps and integrations you can funnel all your data into Smart Marketer.
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.
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.