Track every deal with real-time visibility.

Surface risks and opportunities with predictive scoring, build custom pipelines with drag-and-drop controls, and keep data accurate with automated updates so teams can drive revenue with confidence.

Use deal insights to close more sales.

Let AI analyze customer interactions to predict deal health, recommend next steps, and spotlight where attention is needed. Engagement summaries and deal insights help you understand buyer goals and maintain momentum throughout the sales cycle.

Create new deals easily

Auto-recognize new deals from contact and company records in the CRM and keep them updated without extra data entry. Get a daily list of top priorities and next steps for your most important deals.

Customize your pipeline

• Build tailored sales pipelines that match your process.
• Set stage approvals and validation steps to keep deals on track.
• Add guided actions so reps follow a proven path to close.
• Use a drag-and-drop editor to adjust stages quickly.

Track performance at every level

Surface risks with predictive deal scoring

All customer conversations in one place.

Unify messages across channels into a collaborative inbox. Route by skill or priority, reply with context, and keep every thread tied to the right record.

Route the right way from the start.

Distribute conversations by team, round-robin, or rules like language, topic, or account tier. Working hours and presence prevent after-hours assignments.

Collaborate without collisions

• Agent presence and typing indicators.
• Internal comments and @mentions.
• Draft sharing and approved snippets.
• Real-time collision detection.

Resolve with context

View contact timelines, past tickets, and KB suggestions beside each thread. Insert articles or payment links in clicks, and create tasks or tickets when deeper work is needed.

Hit your SLAs

Scale support quality

Your customer platform for growth.

Bring marketing, sales, and service data into one CRM with automation, reporting, and an ecosystem of integrations that scale with your business.

One place for customers, from first touch to renewal.

Unify contacts, companies, deals, tickets, and custom objects—then power every interaction with reliable, shared context.

Unified data model

• Standard and custom objects with flexible associations.
• Property governance and validation for clean data.
• Bi-directional sync with your tools.

Productive workspaces

Inbox and chat

Converse across channels from one queue.

Pipeline boards

Manage deals and tickets with drag-and-drop ease.

Tasks and sequences

Automate follow-ups and keep momentum.

Automation and AI

Reporting that drives decisions

One analytics workspace. Every channel.

Track website performance, campaign impact, and funnel health without stitching tools. Out-of-the-box dashboards and custom reporting help you move from data to decisions quickly.

Measure what matters and connect it to revenue.

Replace siloed spreadsheets with unified dashboards. See which channels drive engaged contacts, which campaigns create pipeline, and where conversion leaks slow growth.

Dashboards and reports

Out-of-the-box views

Start with curated dashboards for traffic, campaigns, ads, email, and forms.

Custom report builder

Combine objects and events to answer advanced questions without SQL.

Campaign analytics

Compare cost, influence, and outcomes across assets tied to a campaign.

Web analytics

Track sessions, sources, pages, and conversion rates with drill-downs.

Attribution and lifecycle

Use multi-touch attribution to tie touchpoints to outcomes and understand how channels assist conversions over time. Layer lifecycle and deal data to see which activities generate qualified pipeline and revenue.

Data sources and integrations

Scale, access, and governance

Analyze and visualize your sales data.

Deliver insights your team can act on. Choose from pre-built reports or build your own, track pipeline revenue and target attainment, and monitor activities with coaching insights — all in real time.

Meet and exceed your goals with real-time sales reports.

Sales managers need fast, confident decisions. With insights at your fingertips, create customizable, visual reports with deep analytics for live updates on pipeline, team performance, deal status, prospecting touches, conversions, and more. AI also helps generate clear report descriptions faster.

Gain total visibility into performance at the click of a button.

• Start with dozens of free pre-built reports included out of the box.
• Track deal forecasts, prospecting, and sales activities without cobbling tools together.
• See whether you’re on track to hit targets with live dashboards your team can trust.

Leverage easy-to-build custom reports.

Custom report builder

Report on any single-object and cross-object CRM data as your needs grow.

Cross-object analysis

Combine contacts, companies, deals, activities, and more for complete insight.

Visualize with AI help

Easily visualize reports and use AI-generated descriptions for funnels, target account engagement, custom objects, and other KPIs.

Demystify your sales performance.

Coach reps based on best practices.

Monitor when prospects open, view, and share your sales documents.

Build a unified library of trackable sales content, share it from Gmail or Outlook, and get real-time notifications when contacts engage so you can follow up at the right moment.

Close more deals with trackable documents

Stop guessing which content works. Use document tracking to see engagement, learn what moves deals forward, and enable reps to respond while interest is high.

Get notified when prospects open documents so you can follow up

• Know the moment a contact opens or shares a document.
• Send relevant, timely follow-ups based on actual engagement.
• Prioritize hot leads and optimize your sales content.

Create a shared library of sales content

• Centralize the latest decks, one-pagers, and proposals for the whole team.
• Ensure everyone shares the most up-to-date versions.
• Insert documents from a dropdown directly in your Gmail or Outlook compose window.

Identify documents that close deals

Share from Gmail, Google Workspace, Outlook, and Office 365 from your inbox