CRM features for B2B teams that sell on relationships

Contacts, companies, and deals in one connected system, with the full history on each record.

Decide who sees what, down to a single company, contact, or deal.

Run every deal from the first List to a signed Account, on stages you define.

Let routine CRM work run itself, started by a record change, a schedule, or a webhook.

Contacts and companies with custom fields, clustering, search, and bulk actions.

Write, sign, and renew agreements on the same records as the deal and the client.

Gmail, Outlook, Slack, Pipedrive, Zapier, and more, plus webhooks, MCP, and the REST API.

Custom fields, stages, layouts, and themes for how your team works.

Duplicate detection, merges, normalization, and import rollback.

Manage invoices and track payments directly within your CRM.

Keep every conversation tied to the right relationship, across all your channels and meetings.

Open a meeting, contact, or company and get the full picture in one read.

A Feed of proposed next steps, each with its reason, its evidence, and a draft ready for you.

Search, your next meeting, and quick actions on your phone.

Tasks, bundles, calendar sync, and activity logging in one place.

Build dashboards on live CRM data, and export the reports you need to share.

Every client in one portfolio, with renewals, revenue at risk, and shared history next to it.

Fill in missing company details automatically, and bring in people data from tools like Clay or Apollo.

See what changed in a relationship or account while there is still time to act.

Market shifts across companies, services, and regions.

Understand the people behind an account and the relationships that connect them.

Find industry events and plan trips around the people you already know nearby.

Give every group of contacts a clear relationship playbook.

Keep the context that matters and plan each follow-up around the people you want to reach.

Dynamic segments of the people already in your workspace, filtered, scored, and ready to hand off to your connected outreach tools.

Plan people, capacity, time, and leave across active work.

Run project work, timelines, documents, sales handoff, and meeting actions from shared records.

Run project work, plan people, and keep time and contracts with delivery.

Turn your own site into a pipeline source: forms, visitor intelligence, and attribution, with first-party company reveal you switch on when you want it.

Publish an event page, collect registrations, and follow up from the same contact record.