Deal properties are the data points that make your pipeline visible. Configure fields for deal size, expected close date, lead source, competitors and any other data that helps forecast accurately.
Custom fields let you track what matters for your business. Set up fields for buying committee members, pain points, budget confirmed, authority identified and any other qualification data.
Define pipeline stages that match your sales process. Set up deal properties and custom fields that give visibility. Build automation that removes manual work. Connect to marketing and support tools.
See playbook
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.
Enterprise CRM with deep customisation and ecosystem, powerful but requires clear design and governance.
