CRMSales and Customer Relationships
Manage the sales funnel from lead to won deal, with Outlook mail and calendar sync, sales sequences and sales forecasting.
What CRM offers
CRM
Sales and Customer Relationships
Key features
- Contacts, companies, leads and a drag-and-drop pipeline.
- Web-lead queue and assignment rules.
- Sales sequences, and AI plus rule-based scoring.
- Outlook inbox and calendar sync, Teams sharing, OneDrive files.
- Sales forecasting, win/loss reports and duplicate merging.
Who it is for
Sales managers, sales reps, marketing teams and executives.
What you can do with CRM
Key screens and workflows. The pictures are schematic; in a demo we show the product itself.
Sales pipeline
Opportunities move stage by stage in a drag-and-drop pipeline. Contacts, companies, activities, quotes and campaigns come together in one record.
- Drag-and-drop pipeline
- Contact, company and opportunity records
- Activities, quotes and campaigns
Outlook inbox and calendar
Outlook mail and calendar sync links customer e-mails and meetings to the right contact. You share to Teams channels and reach OneDrive files.
- Outlook mail and calendar sync
- Teams channel sharing
- OneDrive files
Sales sequences
Put your follow-up steps into a sequence; the system runs each step on time, so no follow-up is forgotten.
- Multi-step sequences
- A scheduler running regularly in the background
- Assignment rules
Scoring and sales forecast
Leads are prioritised with AI and rule-based scoring, and the reason behind each score is visible on the record. A time-based sales forecast and win/loss reports give sales management a clear picture.
- Explainable lead scoring
- Time-based sales forecast
- Win/loss reports
Web lead form and queue
Requests from your website land in the web lead queue and reach the right rep through assignment rules. The contact form on this site is connected to the CRM the same way.
- Web lead queue
- Assignment rules
- Duplicate record merge
Mobile app
In the iOS and Android app you reach contacts, activities and the sales dashboard on the go.
- Contacts, search and activity logging
- Sales dashboard and forecast
- Agenda combined with your Outlook calendar
- Release on the App Store and Google Play
Coming soon
Adapts without code
Pipeline stages come from the status definitions. You set the fields on deal and contact forms in the form designer and the record owner with assignment rules.
- Pipeline stages and colours
- Fields on deal and contact forms
- Rule-based lead and deal assignment
Frequently asked questions
For the Outlook, Teams and OneDrive integrations you connect your Microsoft 365 account. The pipeline, leads and reports also work without this connection.
AI and rule-based scoring is refreshed every night; the factors behind the score are visible on the record.
Yes. The CRM uses the shared form, report and workflow tools of the platform core; you switch to the other products with the same account.
Yes. You can export lists as CSV, Excel and PDF, and the full data export feature gives you all of your data.
Request a CRM demo
We will walk you through your own scenario in our demo environment.
