Automatically add input from all channels for contacts and their companies to your CRM, so it's always up to date for access by all departments. Instantly create or view conversations and notes from any channel. Easily segment contacts for automations or quick analysis of important metrics. Add unlimited custom fields to gather information specific to your business from your website or application.
Customize Deal and Lead Stages to more accurately define your sales pipeline. Automate and personalize messages to move leads from one stage to the next down your sales funnel. Manage marketing and ad spend more cost-effectively by assessing sales potential in deal and lead stage pipeline reports.
Convert leads to sales and onboard customers with follow-on scheduled conversations and tasks. Easily create events and tasks from your inbox, or have visitors schedule demos and free trials from your chat window. Include teammates in the invitation if you wish. Notify all participants of invitations and reminders by email, as well as SMS and WhatsApp (if those Add-Ons have been selected).