Sales and support
Run the pipeline and the helpdesk in one workspace.
Capture leads, move deals, and answer tickets without copying the customer into a second system.
Leads
All 48
Priya Sharma
Northwind
Rahul Mehta
BrightTech
Ananya Iyer
Global Traders
Qualification
Website redesign
$50,000
Proposal
Website redesign
$20,000
Start from a spreadsheet
Map Excel or CSV columns and import the records you already have.
Leads through to deals
Score, assign, nurture, and convert without retyping the account.
A forecast you can explain
Stage probability and a monthly target sit next to the open pipeline.
Support on the same record
Tickets, teams, and SLA clocks use the customer sales already knows.
Leads
Capture a prospect and know what to do next.
Leads arrive from a form, a file, or a person on your team. The list shows source, status, owner, and when they came in. Switch to the board when you want to move them by stage.
Public web forms
Share a link. New submissions land as leads with the source already set.
Assignment
Give a lead to a salesperson, or let territory and routing rules choose.
Score and nurture
Interest and fit roll into a score. A campaign can send the next email on a schedule.
Convert
Turn a qualified lead into a company, a contact, and a deal in one step.
Deals
Move opportunities from first talk to a signed outcome.
Each pipeline is a board of stages. A card shows the amount, the close date, and the owner. Drag it forward, or use the menu when a move needs a reason.
Pipelines and stages
Run more than one pipeline. Each stage has a probability, required fields, and an optional approval.
Forecast
Compare open value, probability-weighted value, and a monthly target.
Close with a reason
Won and lost stages ask why, so the pipeline history stays useful.
Activities
Calls, emails, meetings, and notes stay on the deal they belong to.
Helpdesk
Answer customers without leaving the account.
Tickets sit beside the company and the people who own the relationship. Status, priority, and the SLA clock are visible before you open the thread.
Tickets
Track channel, assignee, status, and priority. The conversation stays on the ticket.
SLA policies
Set response and resolution times, business hours, and when to escalate.
Teams
Group support agents and add them to the queues they cover.
Notifications
Choose which ticket and deal events reach email or another channel.
Platform
One product, a separate workspace for each customer.
Owners, admins, sales, support agents, and viewers see only what their role allows. Data for one workspace stays in that workspace.
Fast setup
Import companies, contacts, leads, and deals from Excel or CSV and map the columns yourself.
Accounts and people
Companies and contacts are the records leads, deals, and tickets attach to.
Access
Invite teammates, require MFA, and sign in with a local password or an identity provider.
Integrations
Issue an API key, send webhooks, and add custom fields when a record needs more detail.