CRM & Sales
CRM & Sales Pipeline Full sales CRM with leads, contacts, accounts, deals, pipeline views, and activity tracking. Built-in lead scoring and forecasting.
6 objects12 automations4 views
Finance
Finance & Invoicing Invoicing, expense tracking, accounts receivable, and aging reports. Tax calculation and multi-currency support.
5 objects8 automations4 views
HR & People
HR & Onboarding Employee onboarding, PTO tracking, org chart, performance reviews, and document management. Fully configurable approval chains.
7 objects10 automations4 views
Project Management
Project Management Task tracking, sprint boards, timeline views, resource allocation, and time logging. Built for teams that ship.
5 objects7 automations4 views
Support
Customer Support Ticket management, SLA tracking, knowledge base, customer satisfaction scoring, and escalation workflows.
4 objects9 automations4 views
Marketing
Marketing Campaigns Campaign planning, content calendar, lead capture, email sequences, and attribution tracking across channels.
5 objects11 automations4 views
Operations
Inventory & Procurement Stock tracking, purchase orders, vendor management, reorder alerts, and receiving workflows. Multi-location support.
6 objects8 automations4 views
Portals
Client Portal Secure external portal for client requests, status tracking, document exchange, and communication. White-label ready.
4 objects6 automations4 views
CRM & Sales
Real Estate Deals Property listings, deal pipeline, commission tracking, document management, and closing checklists for brokerages.
6 objects9 automations4 views
