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Using the Sales Pipeline

Navigate the Kanban board, customise stages, set win probabilities, log activities, and analyse pipeline health.

Managing Contacts & Accounts

Create B2B accounts and contacts, track interactions, use lead scoring, detect duplicates, and attach documents.

Creating & Sending Proposals

Build proposals from your product catalog, set up approval workflows, send shareable links, and track client views.

Tasks & Activity Management

Create tasks linked to deals or contacts, set due dates and priorities, and keep your team's activity feed organised.

Finding & Importing Leads

Search for businesses by name, category, or location using the Lead Finder, then bulk-import them as contacts.

AI Meeting Intelligence

Log meeting notes and let GPT-4o extract pain points, sentiment, requirements, and buying signals automatically.

Contract Management

Create MSAs, SOWs, and NDAs, manage amendments, run approval workflows, and give clients a read-only portal.

Creating & Sending Invoices

Generate line-item invoices from your catalog, send them via a public portal, and track payment status.

Email Campaigns

Build email templates with dynamic variables, send targeted campaigns, and track open and click rates.