One workspace.Every next step.
From business research to follow-ups, keep your lead and sales workflow connected.
Research with context.
Keep business notes, sources and next actions together.
- Structured research sections
- Source links and checklists
- Website inspection when you choose
Qualify with consistency.
Use your own questions and scoring rules to decide what deserves attention.
- Reusable qualification templates
- Required answers and scoring
- A clear next step
Evidence
Gather relevant information from your research.
Answers
Capture responses using your own questions.
Score & next step
Apply your scoring rules and decide what happens next.
Keep sales moving.
Connect leads, companies and contacts to deals, pipelines and follow-ups.
- Lead and relationship records
- Deal stages and pipeline views
- Activities tied to the work
The tools around the work.
Activities & communication
Plan tasks, calendar activity and customer follow-ups.
Products & proposals
Bring your catalogue and sales proposals into the same workflow.
Automation & views
Use rules, smart lists and saved views to organize repeatable work.
Reports & goals
Review pipeline performance, forecasts and sales goals.
Import & data quality
Preview imports, export records and review duplicate candidates.
Backup & integrations
Manage backups and connect supported providers with your own credentials.