Core entities
Store contacts, companies, leads, and deals. Account status identifies customer companies, with connected account history.
How it works
- Bring your records togetherKeep people, companies, and deals connected.
- Shape your viewChoose columns, filter records, and use custom fields.
- Work with shared contextFollow a record into its conversations, pages, and Spaces.
What's included
Relationship history
Keep communications, meetings, tasks, notes, and knowledge attached to the people and companies they concern.
Connected work
Link Lists, Routines, pages, Spaces, documents, and other work to the same underlying records.
Flexible tables
Search and filter records, choose columns, and work with custom fields. The examples above let you switch record types and search sample data.
Keep records connected and access precise
Teams & High Security
Keep access precise across your workspace, teams, and private relationships.
Pipeline Management
Track deals from first touch to close with complete visibility and accurate forecasting.
Automation
Workflows triggered by record events, schedules, or webhooks.
Contacts
Contacts and companies with custom fields, clustering, search, and bulk actions.
Contracts
Write, sign, and renew agreements on the same records as the deal and the client.
Integrations
Gmail, Outlook, Slack, Pipedrive, Zapier, and more, plus webhooks, MCP, and the REST API.
Customization
Custom fields, stages, layouts, and themes for how your team works.
Data Quality
Duplicate detection, merges, normalization, and import rollback.
Invoicing
Manage invoices and track payments directly within your CRM.
Further reading