Pay for the modules you actually use

Leads, customers, suppliers and partners with search, filters and pagination.

Promote a qualified lead to a customer and open a deal in one step.

Calls, meetings, emails, tasks and notes with due dates and overdue tracking.

Unified per-contact history of deals and activities.

Drag-and-drop pipeline, stage rules, win/loss reasons and value by stage.

Separate sales processes for different products or teams.

Signed inbound events — used by Riya voice AI to create leads from calls.

A company entity above contacts, with group hierarchy and account-level deals.

Guided import with column mapping, dry-run preview and per-row errors; filtered export.

Exact and fuzzy matching on name, email and phone, with a merge that repoints related records.

Reassign, retag, field-update or soft-delete up to 500 records at once.

Add your own typed fields to contacts, accounts, deals and activities.

Colour-coded tags across contacts, accounts, deals and activities, with bulk apply.

Persist a filter set as a named view, private or shared with the team.

Every stage move recorded with time-in-stage, plus a stale-deal report.

Catalogue with per-currency price books, attached to quotes and deals.

Line-item quotes with discounts, tax breakdown and a locked lifecycle.

Probability-weighted pipeline by stage, win rate and stage velocity.

Round-robin and load-balanced lead routing from a user pool.

Rule-based lead scoring that ranks contacts as they change.

Trigger-based rules with conditions and actions, and a run log.

Two-way email over your own SMTP/IMAP, with consent enforced, open/click tracking and inbound sync to contacts.

Merge-field templates and multi-step nurture sequences.

Meetings, shareable booking pages with availability, an ICS feed, and two-way Google & Outlook sync.

Embeddable public forms that create de-duplicated leads with consent.

Files on any CRM record, stored per-tenant with short-lived signed download links.

Due-date reminders for tasks and follow-ups, with an in-app notification centre.

Geographic and segment rules with a hierarchy; most-specific match wins.

Conversion funnels, win rates, activity leaderboards and cohorts.

Request and decide approvals on deals and quotes; no self-approval.

Enforce a stage-by-stage playbook with mandatory fields before a deal advances.

Place, log and record calls from the record via your provider, with a call history. Transcription to follow.

One-off and automated WhatsApp and SMS via your provider keys, consent enforced, with a per-contact history.

Send proposals and contracts for signature over a secure link, and track status.

Merge record data into proposals, contracts and letters.

A secure portal where customers view their quotes, documents and meetings, and accept or decline quotes — no account needed.

MRR, ARR, ARPA and churn across subscription customers.

Split credit across reps and auto-calculate commission on won deals.

Record who you are up against and your win rate against each.

Per-contact marketing consent and opt-out, enforced on every outbound send.

Installable, offline-capable app — pipeline, contacts and activity logging from a phone.

Individual quotas with live attainment and a sales leaderboard.

Summarise and enrich contacts from their activity and notes.

Draft replies and follow-ups from the record context.

Plain-language risk read on your open pipeline.

Suggest the next step on a deal from its context and history.