Manage Contacts and Companies
Store lead and customer details, including names, emails, phone numbers, and company info.
Upgrade to a CRM App That Fits Your Workflow
Download the free Custom CRM Template app to manage contacts, deals, tasks, and notes in real time — fully customizable to your sales process.
Track Deals and Pipelines
Log deal value, stage, probability, and close date to monitor pipeline performance.
Stay on Top of Follow-Ups
Add next steps, due dates, and assigned reps to keep deals moving.
Customize to Fit Your Sales Flow
Use custom fields and statuses to align with your unique CRM needs.
Why Do You Need a Custom CRM App?
Live Pipeline Dashboard
Visualize deals by stage, rep, or value — and filter by status, priority, or date.
Deal & Activity Tracking
Track conversations, meetings, and next steps across the full sales cycle.
Task Management
Assign follow-ups, reminders, and to-dos by rep or lead.
Segmentation & Filtering
Segment leads and customers by source, size, industry, or lifecycle stage.
Custom Fields & Workflows
Add deal types, tags, and custom logic to reflect your internal process.
Exportable Reports
Generate summaries for leadership, forecasts, or client handoffs.
