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Foundation

CRM

One home for every customer relationship.

See every contact's full history — calls, emails, texts, purchases, cases and events — on a single record your whole team can trust.

Stop switching between tools and spreadsheets and start working from one source of truth.

Sam Fitzpatrick
Sam Fitzpatrick
Senior Account Executive
Active Deal
Email
sam@fitzpatrick.co
Phone
+1 (555) 091-4823
Deal Value
$24,500
Stage
Proposal Sent
Recent Activity
  • Email opened — Proposal deck
  • Call logged — 12 min
  • Note added by Jordan T.
The single source of truth

Everything about every customer, in one place

The CRM is the single source of truth that powers every other module. Every call, email, text, purchase, case and registration lands on one contact record, visible to every team in real time.

Capabilities

What you get with CRM

  • Single customer view — all activities, communications and history in one record
  • Unlimited contacts at no extra cost
  • Unlimited custom data fields for segmentation
  • Role-based user logins and access control
  • Tailored security settings with two-factor login
  • Complete audit trail of all activities by user
  • Multi-language communication
  • Built-in dashboards throughout, plus a dashboard builder
  • Custom workflows with triggered automations
  • Native integrations: SendGrid, Twilio, Stripe and Outlook (email & calendar)
Complete customer history

Every interaction, automatically on the record

Calls, texts and emails log themselves to the contact the moment they happen — so anyone on your team can pick up the conversation with full context and nothing slips through the cracks.

Unified communications panel showing a call, a text message and an email logged to the contact
Capture & forms

Turn every form into a contact

Drag-and-drop forms and landing pages create and update records automatically — so web, event and referral leads land in your CRM with no manual entry.

  • Drag-and-drop forms and landing pages
  • Auto-create and update contact records
  • Hidden fields, tags and source tracking
  • Routing rules to the right owner
Lead capture form that creates a CRM record
Dashboards & reporting

See the health of every relationship

Real-time dashboards and custom reports turn your data into decisions — track activity, pipeline and engagement across every team from one place.

  • Real-time dashboards on every record
  • Custom reports and saved views
  • Exports and scheduled email reports
  • Role-based access to the right metrics
CRM dashboard with charts and KPIs
Explore more

More of the platform

Every module shares one customer record — turn on what you need and add the rest as you grow.

See CRM in action

Book a personalized walkthrough and we'll show you how it fits your team — and the rest of the platform.