CRM Features That Sales Teams Actually Use
Most CRMs are bloated with features nobody touches. Our kit focuses on what moves deals forward: contact records, pipeline tracking, email context, and follow-up reminders.
Contact Management
Store contacts and companies with custom fields you define. Link contacts to companies with roles. Track every interaction -- emails, calls, meetings, notes -- in a timeline view. Import contacts from CSV. Search and filter across any field. Tag contacts for segmentation.
Visual Sales Pipeline
Kanban-style pipeline with drag-and-drop deal cards. Multiple pipelines for different sales processes. Deal cards show value, expected close date, contact info, and last activity. Pipeline analytics show conversion rates between stages, average deal velocity, and bottleneck stages. Weighted pipeline gives you a revenue forecast.
Email Integration
Connect Gmail or Outlook via IMAP/SMTP. Emails sent and received from contacts appear in the contact timeline automatically. Send emails from within the CRM. Email templates with merge fields for name, company, and deal value speed up outreach. Track opens and clicks.
Activity Tracking and Reminders
Log calls, meetings, emails, and custom activities against contacts and deals. Set follow-up reminders with due dates. The dashboard shows today's tasks, overdue items, and upcoming activities. Never lose track of a follow-up again.