CRM Suite · Leads & Contacts
Consolidated relationships, zero leakage
Capture leads automatically from webforms, track every touchpoint, and build a unified 360-degree profile for every customer.
Capabilities
Everything leads & contacts should do
Unified customer profile
See history, emails, tasks, notes, and previous deals in one single timeline view.
Auto lead capture
Collect and route leads instantly from contact forms, social campaigns, and email queries.
Contact segmentation
Tag and filter contacts dynamically based on behavior, location, industry, or deal value.
Interaction timeline
Log calls, meetings, and emails automatically to retain communication context.
Data enrichment
Automatically query social profiles and business directories to complete client profiles.
Privacy & compliance
Handle client consent, data access requests, and compliance logs out of the box.
How it works
Live in days, not quarters
Connect sources
Integrate web forms, emails, and lead providers to capture demand.
Segment & tag
Classify contacts automatically based on custom fields and conditions.
Engage
Send personalized responses and follow up with complete context.
More in CRM Suite
See Leads & Contacts on your own data
A 30-minute walkthrough with your workflows — not a canned demo.