Turn Customer Data Into Growth
Centralized customer intelligence with full transaction history, card-on-file management, and collaboration tools. Never miss an opportunity to delight your customers.
Every Customer Interaction, Tracked
From first contact to repeat purchase—maintain complete context and never let an opportunity slip through the cracks.
Centralized Customer Profiles
Complete view of every customer with contact details, purchase history, preferences, and interaction timeline.
Transaction History & Payments
Track all transactions, invoices, and payments. Securely store card-on-file for seamless repeat purchases.
Document Management
Attach contracts, proposals, and files directly to customer records for instant access.
Collaboration Notes
Team members can add notes, tag colleagues, and track customer touchpoints for seamless handoffs.
Sales Pipeline Tracking
Visualize opportunities from lead to close with customizable stages and automated follow-ups.
Lead Scoring & Routing
Automatically prioritize high-value leads and assign them to the right team members.
Email Integration
Sync with Gmail, Outlook, and SMTP providers to log all customer emails automatically.
Call Logging & Recording
Track phone interactions with timestamps, recordings, and automatic CRM logging.
Customer Analytics
Identify trends, predict churn, and measure customer lifetime value with built-in BI tools.
Perfect for Your Business Model
Whether you're B2B, B2C, or hybrid, our CRM adapts to how you sell and serve customers.
B2B Sales Teams
Manage long sales cycles, track multiple stakeholders, and never lose context on complex deals.
Service Providers
Keep detailed service histories, schedule follow-ups, and manage recurring contracts.
E-commerce Businesses
Unify online and offline customer data for personalized marketing and support.
Healthcare Practices
HIPAA-compliant patient relationship management with appointment and billing integration.
Ready to transform customer relationships?
See how our CRM centralizes customer data and drives revenue growth.