No matter how a client reaches out—via web form, email, live chat, social media, messenger, or telephony— their message is processed in the Contact Center and automatically converted into a lead in the CRM. From there, you can choose to continue the conversation or create a deal.
Everything you need to supercharge your sales is here: estimates, invoices, payments, product catalog, inventory management, e-signatures, and more. All enhanced wi reports and deep analytics.
Automate client notifications via SMS or email, set up customizable triggers to move leads and deals seamlessly through the sales pipeline, and configure automatic alerts for your sales reps based on lead or deal status.
Use the free AI-powered assistant, CoPilot, to craft engaging marketing texts, brainstorm new ideas, and transcribe phone calls directly into the CRM—automatically filling in the relevant lead or deal details. Plus, the AI scoring tool makes sales forecasting a breeze!