Leads, opportunities, pipeline forecasting, and quotations — with customer payment history, outstanding invoices, and credit limits visible right in the deal view.
Kanban pipeline, list view, or table. Custom stages, probability weights, weighted forecast.
Branded quotes from your product catalog. One-click convert to sales order, then invoice.
Every invoice, payment, support ticket, and interaction on one screen. No tab-switching.
Sync Gmail or Outlook. Log emails to deals automatically. Send from your domain.
Stage-weighted and AI-adjusted forecasts. Compare against accounting actuals in real time.
See outstanding AR, credit limit, and payment history without leaving the CRM.
Start free for 14 days. No credit card required. Every module included.