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Account setup, navigation, and importing data

Manage company records, contacts, and activities

Contact management, enrichment, and groups

Track and manage sales opportunities

Visual kanban board for deal stages

Product catalog and pricing

Create, send, and track sales quotes

Invoice creation and payment tracking

Project management with tasks and stages

Task board with priorities and assignments

Calendar views, scheduling, and sync

Email inbox, campaigns, and tracking

Email outreach, bulk email, and tracking

Automation with triggers and actions

Analytics, custom reports, and insights

Sales goals, quotas, and tracking

Support ticket management

Internal article management

Customer feedback and analytics

Profile, security, and preferences