CRM
Flexible CRM Views

See the data your way.

See the data your way.

Create list, board, and record views that mirror how your teams sell, market, and support—no compromises or custom code.

A customizable dashboard showing multiple views: a list, a kanban board, and a detailed record view, all reflecting team data.
CRM
Flexible CRM Views

See the data your way.

See the data your way.

Create list, board, and record views that mirror how your teams sell, market, and support—no compromises or custom code.

CRM
Flexible CRM Views

See the data your way.

See the data your way.

Create list, board, and record views that mirror how your teams sell, market, and support—no compromises or custom code.
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Personalized views. Shared alignment.

Short question goes here

Design views for SDRs, managers, and service reps with the columns, filters, and sorting they rely on, then share or lock for consistency.

List and board views

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  • Save filter sets for stages, owners, and activity.
  • Drag-and-drop kanban for deals, tickets, and tasks.
  • Inline edit to update records fast.
A CRM dashboard with multiple customizable views like lists, boards, and record views showing sales, marketing, and support data.

Record page layouts

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Conditional sections

Show fields based on lifecycle or stage.

Highlight cards

Surface the most important insights at a glance.

Team-specific tabs

Keep marketing, sales, and service views focused.

A customizable record page layout with conditional sections, highlighted insights, and team-specific tabs for marketing, sales, and service views.

Saved views and sharing

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Share views with teams or keep them private, then set defaults so newcomers land on the right layout on day one.

A dashboard showing various saved views, with options to share them or set defaults for team access.

Fewer clicks, more action

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Bulk actions, quick filters, and keyboard shortcuts reduce friction across everyday workflows.

A clean UI showing a dashboard with bulk actions, quick filters, and keyboard shortcuts visible, making tasks simple.

Have a question for our sales team?

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Frequently asked questions

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