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SOL-01 · CRM

Know your clients. Sell more.

Centralized management of contacts, leads, opportunities and sales pipeline — all in one place with time-saving automations.

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01 — Capabilities

CRM features.

Everything you need to manage the client lifecycle.

01 // contacts

Contacts & Leads

Contact management with complete interaction history, automatic scoring and bulk import.

storage
02 // pipeline

Sales Pipeline

Visual sales funnel with customizable stages, revenue forecasts and close probabilities.

stagescustom
03 // followup

Follow-up Automation

Automatic email sequences and tasks based on triggers and behavior.

triggersevent-based
04 // reports

Reports & KPIs

Real-time dashboards with sales metrics, conversion rates and per-rep performance.

refreshrealtime
05 // segments

Segmentation

Segment clients by behavior, location, industry, value and any custom field.

fieldscustom
06 // integrations

Integrations

Connect to email, billing, website, social media and marketing tools.

connectors15+