Custom Dashboards
Drag-and-drop dashboard builder
Pipeline Analytics
Stage conversion rates, velocity metrics
Revenue Reports
Revenue by stage, team, time period
Activity Analytics
Team activity metrics, engagement tracking
Funnel Visualization
Visual breakdown of Leads → Deals → Accounts
Conversion Tracking
Stage-to-stage conversion rates
Custom Charts
Line, bar, pie, area charts with custom data sources
Export Capabilities
Export reports to CSV/PDF
Real-time Updates
Live data refresh in dashboards
Workflows, invoices, reports, and roles
Automation
Automate repetitive tasks and maintain process consistency across your team.
Invoicing
Manage invoices and track payments directly within your CRM.
Teams
Manage your team with granular access controls and role-based permissions.
Tasks
Tasks, bundles, calendar sync, and activity logging in one place.
Further reading