CRM

Use saved searches to keep dynamic lists of your contacts on hand.

See and track parent/child relationships for contacts.

Keep track of parent and subsidiary company records.

See important data from addons, plugins, and integrations all from the contact record.

Keep track of sales conversations and actions in the contact notes.

Keep important files close at hand in the contact file box.

Search your contacts with the data from plugin integrations.

See a historical timeline of all the activity of a contact in the contact record.