Will CRM data be separated by customer organization?
Portal CRM APIs scope records to the signed-in organization and reject cross-tenant access. Connected-app production SSO must also enforce the same organization mapping.
Integrated CRM & Sales Pipeline
Turn leads into revenue with a visual deal pipeline.
Capture inbound sales inquiries directly from your website, track opportunities across visual Kanban stages, and log sales rep activities without spreadsheet chaos.
Kanban Deal Pipeline
Visual drag-and-drop opportunity tracking from Lead to Proposal, Negotiation, and Won.
Lead Capture
Inbound website form submissions flow straight into your lead qualification queue.
Activity Timeline
Log calls, client meetings, follow-up notes, and task reminders against contacts and deals.
Revenue Forecasting
Weighted pipeline values by close probability for predictable monthly cash flow forecasting.
A complete operating workflow
What CRM delivers
Give every lead, contact and opportunity a clear owner, stage and next action.
Core outcomes
Lead capture, assignment and qualification
Contact, company and customer history
Visual deal stages, values and expected close dates
Activities, follow-ups and pipeline reporting
Recommended rollout
- 1Agree on qualification rules and pipeline stages
- 2Clean and import a representative customer sample
- 3Assign roles, ownership and required fields
- 4Review stale deals, missing actions and stage quality weekly
Common questions
Can managers see the whole pipeline?
Permissions can give managers broader reporting while individual sellers work with the records assigned or shared with their role.
See the cost for your team
Calculate seats, create your organization and continue to secure checkout.