Centralize lead information
Organize leads from campaigns and events as companies, contacts, and deals and share follow-up status.
CRM Management
CRM Management
Manage companies, contacts, and deals with list and detail views, search, and quick reads. Connect sales context with marketing initiatives in the same workspace.
CRM Workspace
Keep sales context close to projects
- Manage companies, contacts, and deals in list and detail views
- Register touchpoints quickly with search and quick reads
- Reference sales context around each project
Key use cases
Align sales and marketing
Let campaign owners reference sales touchpoints and discuss plans and pipeline in the same context.
Visualize deal pipeline
Review deal stages in one list and prioritize resource allocation to high-value opportunities.
See the product in action
Start a 30-day free trial to explore budgeting, approvals, and CRM in one connected workflow.