Author: Gwen Tamayo

✓ Spreadsheet import

✓ Add from unstructured text

✓ Sync to mobile devices

✓ Add from email interactions

✓ Import from website

✓ Auto assign

✓ Lead & contact followup workflows

✓ Web form builder

✓ Add from email lead source

✓ Manage Contacts

✓ Manage Accounts

✓ Manage Opportunities

✓ Activity Timelines

✓ Next steps, todo’s, & reminders

✓ B2B & B2C Capable

✓ Single page productivity

✓ Team calendar

✓ Real-time email sync

✓ Email templates

✓ Sync calendar

✓ Create meetings

✓ Web conference integration

✓ Personal calendar with reminders

✓ Shared team calendars

✓ Bulk emails

✓ Opens & clicks

✓ Pair your phone number

✓ Call from app

✓ Log times & durations

✓ Many email platforms

✓ Multiple email accounts

✓ Native mobile apps

✓ Mobile todo list

✓ Push notifications

✓ Custom fields

✓ Custom forms

✓ Custom stages

✓ Custom workflows

✓ Custom apps

✓ View CRM data in a searchable activity timeline

✓ View CRM data in a card, list, or board layout

✓ Rapidly filter, sort, and search

✓ Shared saved views

✓ Pivot board layouts

✓ Drag & drop boards

✓ Activity reporting

✓ Multiple pipelines

✓ Custom reports

✓ Dashboards

✓ Cycle time analytics

✓ Age reporting

✓ Scoring

✓ Snapshots

✓ Sales forecasts

✓ Complete forecast visibility

✓ Custom forecast fields

✓ Forecast by confidence category

✓ Snapshots

✓ Track customer cases

✓ Account 360

✓ Projects

✓ Contracts

✓ Orders

✓ Products

✓ Quotes

✓ Access Levels

✓ Next Steps

✓ Custom Roles

✓ @Mentions

✓ Personal themes

✓ Brand the CRM

✓ Real-time alerts & notifications

✓ Gmail

✓ Office365

✓ Zapier

✓ Full API Access

✓ Mailchimp

✓ Twilio

✓ In-app support

✓ How-to content

✓ Success plans

✓ Custom onboarding assistance

✓ Dedicated customer success agent

✓ Outsourced sales ops