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Design the CRM experience your teams deserve.
Design the CRM experience your teams deserve.
Tailor layouts, sections, and tabs by team and lifecycle stage. Standardize pipelines and define required fields to keep data clean.
Design the CRM experience your teams deserve.
Design the CRM experience your teams deserve.
Tailor layouts, sections, and tabs by team and lifecycle stage. Standardize pipelines and define required fields to keep data clean.
Design the CRM experience your teams deserve.
Design the CRM experience your teams deserve.
Tailor layouts, sections, and tabs by team and lifecycle stage. Standardize pipelines and define required fields to keep data clean.
Make the interface fit your process.
Use drag-and-drop editors to reorganize fields, add conditional sections, and set visibility by role—without code.
Record layout editor
- Group fields into logical sections.
- Show different fields by stage or status.
- Highlight key insights above the fold.
Pipelines and stages
Stage definitions
Standardize entry and exit criteria for consistency.
Required fields
Capture critical data at each step.
Permissions
Control who can create, edit, or move records.
Navigation and defaults
Set team-specific default views and tabs so users land where they work most often.
Governance at scale
Apply changes in sandbox, review with stakeholders, then publish safely to production.
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Frequently asked questions
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