CRM & customer growth

A sales pipeline, deal tracking, customer 360, segments and profitability — grow the customers you already have.

A Kanban sales pipeline: track leads through stages (New → Contacted → Qualified → Proposal → Negotiation → Wo...

Compare what a won deal was worth against the actual sales revenue it produced, by linking sales to the lead —...

A single customer view: profile, lifetime KPIs, credit, a unified activity timeline (sales, payments, returns,...

Rank customers by Recency, Frequency and Monetary value, each labelled with a segment — Champion, Loyal, Regul...

See revenue vs cost per customer to get gross profit and margin — because the customer who buys the most isn’t...

Build saved-filter customer segments (by spend, orders, recency, VIP, tag, group and more) with live counts, a...

Log every interaction with a customer or lead — calls, emails, meetings, notes — with direction and time, so t...