Features
Overview
Platform capabilities for relationship management and workflow orchestration.
A comprehensive feature set for workflow management, contact communication, document generation, and performance analysis.
Workflow & Automation
- Automations for multi step workflows triggered by events or schedules
- Tasks for task management with list and calendar views
- Duplicate Detection to identify duplicates before they are created
Communication
- Conversations & Inbox for email conversations inside your pipeline with a shared inbox (SMS/WhatsApp planned)
- Email Domains & Templates for custom domain verification, outbound senders, inbound email, and reusable email templates
Documents
- Proposals to create, send, and track proposals with PDF generation
- E-Signatures to send proposals for electronic signature with consent flow
- Invoices for invoice management with payment tracking
Analytics
- Reports covering pipeline funnels, deal velocity, win/loss, revenue, and trends
- Analytics Dashboard with a KPI grid, funnel chart, and item trends
- Lead Scoring to score items based on configurable rules