End-to-end customer acquisition. Leads come in from every channel — ads, website, referrals, LinkedIn — and flow through an intelligent pipeline. Sales sees every opportunity. Marketing sees every campaign. Proposals, contracts, and invoices all in the same place.
The company was using HubSpot for CRM, Mailchimp for email, Calendly for meetings, a separate proposal tool, Google Analytics for website data, Typeform for intake forms, and a spreadsheet to try to tie it all together. Marketing spent hours building reports from 5 sources. Sales missed follow-ups because the CRM didn't know when emails were opened. Deals stalled because proposals lived outside the CRM. Leads slipped through the cracks weekly.
Leads in → nurture → qualify → proposal → close. Every step connected.
Every deal, every stage, one screen. Drag a deal to move it forward. Click in to see full context — every email, every call, every proposal sent, every campaign the lead touched.
Every campaign, every channel, one dashboard. See which emails convert, which ads drive pipeline, which channels produce closed-won revenue. No more guessing.
Click any lead to see their full story. Every email, every page visit, every form filled, every campaign touched. Sales walks into the call knowing exactly who this is and what they care about.
Build, send, and e-sign proposals directly in the CRM. See when prospects open them, which pages they read, and for how long. Accepted proposals auto-create deals and trigger invoicing.
Full visual pipeline with automation and forecasting.
Forms, landing pages, and chat — all feeding one CRM.
Sequences, broadcasts, and segmentation by CRM data.
Integrated SMS with full tracking and automation.
Branded proposals with engagement tracking + e-sign.
Replace Calendly — booking links with CRM integration.
Per-visitor tracking connected to CRM leads.
Auto-generate invoices on deal close.
Revenue per channel, per campaign, per rep.
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