Sales and customers
Any conversation can turn into a sale, and the history stays on the customer’s record.
Lead
Leads with a pick-up queue and conversion
Opportunity
Up to 20 sales pipelines on a Kanban board
Quote
Products, price books and quotes with discount approval
Invoice
Invoices, payments and online payment through Stripe
Customer record
- Contacts, companies and individual customers
- Duplicate contacts and companies are found and merged
- Custom fields of 12 types, tags, segments and saved filters
- CSV import with an error report, export to CSV or XLSX