CRM & Lead Management
Contact database, deal pipeline, activity logging, follow-up reminders, and sales reports
Sales-focused CRM with contact and company management, visual deal pipeline, activity logging, task and follow-up reminders, email integration, and revenue forecasting dashboards.
Features
What's Included
Contact Management
Centralized contact and company database with custom fields, tagging, and relationship mapping.
Deal Pipeline
Visual Kanban pipeline with customizable stages, drag-and-drop deal progression, and win/loss tracking.
Activity Logging
Log calls, emails, meetings, and notes against contacts and deals with timeline view.
Task & Follow-Ups
Scheduled tasks and follow-up reminders with overdue alerts and daily task digest emails.
Email Integration
Send and receive emails within the CRM with templates, tracking, and thread association to deals.
Sales Analytics
Pipeline value, conversion rates, sales velocity, revenue forecasting, and team performance reports.
Plans
Feature Comparison
See what's included at every level — each tier builds on the previous one.
| Feature | Basic | Advanced | Expert | Enterprise |
|---|---|---|---|---|
| Contact database | ||||
| Basic deal tracking | ||||
| Activity notes | ||||
| Task reminders | ||||
| Visual Kanban pipeline | — | |||
| Email integration | — | |||
| Follow-up scheduling | — | |||
| Contact tagging & filtering | — | |||
| Sales analytics & forecasting | — | — | ||
| Custom fields & entities | — | — | ||
| Lead scoring | — | — | ||
| API access | — | — | ||
| Multi-team pipeline management | — | — | — | |
| Territory & quota management | — | — | — | |
| ERP integration | — | — | — | |
| White-label CRM portal | — | — | — |
Basic
4 features- Contact database
- Basic deal tracking
- Activity notes
- Task reminders
- — Visual Kanban pipeline
- — Email integration
- — Follow-up scheduling
- — Contact tagging & filtering
- — Sales analytics & forecasting
- — Custom fields & entities
- — Lead scoring
- — API access
- — Multi-team pipeline management
- — Territory & quota management
- — ERP integration
- — White-label CRM portal
Advanced
8 features- Contact database
- Basic deal tracking
- Activity notes
- Task reminders
- Visual Kanban pipeline
- Email integration
- Follow-up scheduling
- Contact tagging & filtering
- — Sales analytics & forecasting
- — Custom fields & entities
- — Lead scoring
- — API access
- — Multi-team pipeline management
- — Territory & quota management
- — ERP integration
- — White-label CRM portal
Expert
12 features- Contact database
- Basic deal tracking
- Activity notes
- Task reminders
- Visual Kanban pipeline
- Email integration
- Follow-up scheduling
- Contact tagging & filtering
- Sales analytics & forecasting
- Custom fields & entities
- Lead scoring
- API access
- — Multi-team pipeline management
- — Territory & quota management
- — ERP integration
- — White-label CRM portal
Enterprise
16 features- Contact database
- Basic deal tracking
- Activity notes
- Task reminders
- Visual Kanban pipeline
- Email integration
- Follow-up scheduling
- Contact tagging & filtering
- Sales analytics & forecasting
- Custom fields & entities
- Lead scoring
- API access
- Multi-team pipeline management
- Territory & quota management
- ERP integration
- White-label CRM portal
Use Cases
Where This Module Fits
B2B sales teams
Real estate agencies
Insurance brokerages
Consulting firms
Recruitment agencies
Technology
Built With
Production-grade technologies trusted by enterprises worldwide.
Related Modules
Works Well With
Invoice & Quotation Generator
Professional invoice and quotation creation with templates, tax calculation, and payment tracking
Email Template Engine
Visual email builder with dynamic variables, SMTP integration, and delivery tracking
Dashboard & Analytics Builder
Drag-and-drop dashboard with charts, KPIs, real-time widgets, and role-based views
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