Your Life and Business. Automatically Organized.

IN

v1 available

Invitations & Workspace Claims

Invite users, support invite registration, let teams claim workspaces, and verify claim requests before approval.

Phase 1 onboarding Free account

MT

v1 available

Multi-Tenant Workspaces

Run separate workspace databases, route users by tenant, and support secure switching between authorized accounts.

Phase 1 platform All plans

DS

v1 available

Dashboard & Sales Reports

View revenue, total leads, average lead value, quotes, contacts, organizations, top products, and pipeline charts.

Core dashboard All plans

QS

v1 available

Global Search & Quick Create

Search leads, quotes, products, and contacts from the header, then create common CRM records without leaving flow.

Productivity All plans

ES

v1 available

Enterprise Grade Security

Present database isolation, access governance, and audit-ready control concepts.

Phase 1 platform Enterprise tier

UR

v1 available

Users, Roles & Teams

Create users, assign roles, manage teams, send password resets, and transfer workspace ownership.

Core admin User seats

VG

v1 available

Visibility Groups & Team Access

Group users and teams into visibility controls so customer records, collaboration, and access boundaries stay organized.

Security controls Team and enterprise

VD

v1 available

Verified Domains & Auto-Join

Verify domains, capture join candidates, approve or reject requests, and control automatic workspace membership.

Phase 1 onboarding Domain controls

CO

v1 available

Contacts & Organizations

Manage people, companies, relationship history, tags, custom fields, emails, and activities from CRM records.

Core CRM Contact limits

RL

v1 available

Relationship Mapping

Connect people to organizations, define relationship types, track linked activities, and preserve customer context.

Core CRM Contact limits

LD

v1 available

Leads & Lead Kanban

Capture leads, move stages, view kanban boards, attach products, send emails, add tags, and track activities.

Core CRM Pipeline limits

PS

v1 available

Pipeline Settings & Stage Reordering

Configure lead pipelines, stages, sources, types, probabilities, and stage order for sales workflows.

Core CRM Pipeline limits

AT

v1 available

Activities, Tasks & Calendar

Create tasks, calls, meetings, notes, file activities, calendar views, done states, and CRM-linked timelines.

Core CRM All plans

EM

v1 available

Email Inbox & Composer

Fetch, read, compose, tag, attach, bulk update, and connect email conversations to leads, deals, and contacts.

Communication Mailbox limits

IM

v1 available

IMAP Mail Sync

Connect user mailboxes, fetch inbound messages, parse inbound email, and keep CRM records tied to real messages.

Communication Mailbox add-on

ET

v1 available

Email Templates

Create reusable email templates for sales, support, and campaign workflows, then render them in the composer.

Core CRM Template catalog

PR

v1 available

Products & Inventory

Manage product records, tags, activities, warehouse inventory, and product lookup across leads and deals.

Professional Catalog limits

WH

v1 available

Warehouse Locations & Stock Control

Create warehouses, tag stock locations, connect warehouse activity to products, and support location lookup.

Professional Inventory limits

QT

v1 available

Quotes & Printable Proposals

Create quotes from CRM records, search quotes, edit proposals, attach them to leads or deals, and print them.

Professional Sales package

WF

v1 available

Web Forms & Embeds

Build public CRM web forms, preview forms, publish embed scripts, and capture inquiries beyond the core signup scope.

Lead capture Submission volume

DI

v1 available

Data Imports & Error Reports

Upload data, validate imports, link records, start imports, view stats, and download sample or error reports.

Data tools Import volume

DG

v1 available

Data Grids, Saved Filters & Exports

Use searchable grids with advanced filters, favorites, saved filter sets, lookup endpoints, and CSV/XLS export support.

Productivity All plans

CF

v1 available

Custom Fields & Attributes

Add configurable fields, field types, lookups, options, unique validation, and downloads for attached field values.

Customization All plans

TP

v1 available

Entity Templates & Presets

Use templates, presets, packs, defaults, team defaults, private templates, and starter installs for CRM screens.

Customization Template packs

TS

v1 available

Tags, Sources & Types

Maintain tags, lead sources, lead types, deal sources, deal types, and the metadata used to organize CRM work.

Core CRM All plans

WA

v1 available

Workflow Automation

Create workflows, define events, configure conditions, and automate actions around CRM data and activity updates.

Professional Automation limits

WH

v1 available

Webhooks

Create webhook endpoints and connect CRM events to outside systems for automation and integration workflows.

Integrations Endpoint limits

BL

v1 available

Booking Links & Public Scheduling

Create event types, booking links, public booking pages, slot checks, booking confirmation, reschedule, and cancel flows.

Phase 1 booking Booking limits

AV

v1 available

Availability & Time Off

Set availability, manage time off, test Google and Zoom settings, and control notification profiles for bookings.

Phase 1 booking Per user

BM

v1 available

Booking Management & Closeout

Review bookings, attach CRM context, start meetings, cancel or complete appointments, and record meeting follow-up.

Phase 1 booking Team package

BE

v1 available

Booking Embeds, ICS & Reschedule

Publish booking embed scripts, generate calendar files, expose manage links, and support public reschedule flows.

Phase 1 booking Booking limits

BA

v1 available

Booking Approval Workflow & Audits

Submit booking links for approval, approve or reject them, audit link changes, and manage shared booking ownership.

Phase 1 booking Team package

GG

v1 available

Google Calendar & Meet

Connect Google accounts, sync calendars, create Google Meet links, and receive Google webhook events.

Phase 1 booking Connected accounts

WD

v1 available

Workspace URL Controls

Update the workspace domain or subdomain and control the customer-facing URL for each account.

Phase 1 onboarding All plans

DC

v1 available

Demo Data & Configuration

Load or remove demo data, manage system configuration, and tune workspace settings for customer onboarding.

Admin tools All plans

WP

v1 available

WPForms Intake API

Receive WordPress form metadata and entries, resolve CRM context, and monitor intake health from the platform side.

Integration add-on Submission volume

WC

v1 available

WhatsApp Business Sender Setup

Prepare approved WhatsApp senders, sender identities, channel health, and customer messaging controls.

Messaging add-on Sender limits

WM

v1 available

WhatsApp Conversations in CRM

Send WhatsApp follow-ups from CRM activity, preserve conversation context, and connect replies to customer records.

Messaging add-on Usage billing

SM

v1 available

SMS Inbox & Text Messaging

Compose texts, reply in CRM conversations, link messages to leads, and manage messaging regions or limits.

SMS add-on Usage billing

SP

v1 available

Business Calling & SIP Routing

Configure calling trunks, inbound routes, user calling settings, and phone routing for sales or support teams.

Phone add-on Usage billing

CR

v1 available

Softphone, Calls & Recordings

Search contacts and recent calls, store call activity, update call state, and review call recordings.

Phone add-on Recording storage

TV

v1 available

Video Meetings & Invites

Create video meetings, send invites, start or end sessions, and link meeting history to CRM activities.

Meeting add-on Usage billing

MC

v1 available

Marketing Campaigns & Events

Plan marketing events, build campaign emails, schedule sends, and connect campaign activity to CRM records.

Marketing add-on Send volume

PI

v1 available

Pipedrive Import

Connect Pipedrive by OAuth, cache fields, map stages and attributes, start or cancel import runs, and review run details.

Migration service One-time import