Turn leads into loyal customers faster.
Capture leads, work deals through visual pipelines and run automated email campaigns from one sales and marketing hub. Built-in AI scores your leads, summarises contacts and recommends the next move so your team closes more, faster.
“A great CRM is a memory system for the company: it remembers everything, suggests the next best action, and proves what happened.”
CRM, end to end
One connected flow — no glue code, no exports, no second system to keep in sync. Here is the journey, step by step.
Capture
Leads flow in from every channel.
Work
Move deals through visual pipelines.
Nurture
Automated email campaigns and tasks.
Close & learn
Forecast, report and improve.
How CRM is built
Purpose-built pillars on one shared, audit-proof data core — not a bolt-on, not a sync.
Customer 360
Accounts, contacts, leads and a single canonical timeline.
Pipeline
Visual deal stages, forecasts, tasks and email CRM with tracking.
Automation
Rules, triggers and drag-and-drop workflows that cut data entry.
Everything CRM gives you
No upsells, no add-on tiers — every capability below is included.
What you get inside CRM
Every capability — built in, turned on, ready to use from day one.
Lead capture from every channel
Web forms, email, manual entry and API all land leads in one place — no missed enquiry, no double entry.
Contact 360 timeline
Every order, support ticket, email, call and note for a contact in one chronological view. No tab-switching.
Visual pipeline with drag-and-drop
Kanban deal stages with probability weighting. Move a deal to the next stage in one drag.
Weighted deal forecasting
Pipeline value weighted by stage probability, team member and close-date range — at-a-glance revenue forecast.
Task and call logging
Log calls, meetings and tasks against a contact or deal. Due-date reminders fire automatically.
Email sequence builder
Build multi-step email sequences with open and click tracking. Sequences pause automatically on reply.
Segment builder
Create contact segments by behaviour, tag, stage or custom field — segments flow directly into marketing campaigns.
Automated triggers
Define rules: new lead → assign rep → send welcome. Stage move → create task. Done without code.
Real-time performance dashboards
Pipeline value, close rate, average deal size and rep leaderboard — live, without a BI tool.
Your CRM copilot
AI scores leads, summarises contacts, recommends the next best action and drafts the email — so reps sell instead of typing.
- Saves hours of busywork
- Fewer manual errors
- You stay in control
Teams that rely on CRM
Three real-world ways CRM earns its place on your stack.
Sales team of 12
Track a $2M pipeline across 4 stages. Every rep sees their quota, open deals and next tasks on one screen.
Marketing using CRM segments
Segment contacts by purchase history and push them into a targeted campaign — no CSV export, no list management.
Support with full customer context
Before picking up the phone, the agent sees every order, ticket and email for that contact — context is instant.
CRM + the rest of your platform
Built on one shared data core — every module below connects with zero configuration.
Order
Full order history is visible on every contact record — no separate lookup.
Marketing
CRM segments flow directly into marketing campaigns and journeys.
Support
Contact data and ticket history are visible alongside the ticket — one view.
Accounting
A closed deal triggers an invoice in Accounting — no manual handoff.
Made easier for sales and account-management teams
A team that remembers every customer and always knows the next move.
Common questions about CRM
Run CRM on the platform you own.
CRM works out of the box with the rest of your Store Console — one platform, one login, no integrations. 14-day free trial · 30-day money-back.