Track deals from Discovery through Closed-Won. Move deals between stages to update pipeline forecasts.
Monitor lead progression from initial capture through qualification and conversion.
Analyze which channels generate the most qualified leads and conversions.
Review deal progression and identify bottlenecks in your sales pipeline.
Project expected revenue based on deal values, probabilities, and close dates.
Understand why deals are won or lost to improve your sales strategy.
Track sales rep activity across calls, emails, meetings, and notes.
Review newly acquired customers, their lifetime value, and deal counts.
Configure system-wide defaults for currency, timezone, and pipeline behavior.
Manage the lead source options available when capturing new leads.
Manage the activity types available when logging sales interactions.
Manage the priority levels available for deals in the pipeline.
Complete log of all entity changes with user attribution, timestamps, and field-level diffs. Admin access only.