CRM 2.0

A CRM platform with improved functional connections
No credit card needed
Unlimited time on Free plan

Who is this space for?

Sales professionals who manage multiple projects and accounts with more than one person associated with an account.

What problem does it solve?

In this improved version you can have multiple contacts linked to an account, and still see ALL the deals on the account board.


Assign different people from the same accounts to different projects.

What are the benefits of your space?

More accurate representation of who is working on a project on the client side.

Best for
Sales & CRM
Integrates with
Apps recommended
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Newly added
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Tax Filing Organizer

Centralized tracker for organizing tax documents and filing
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Tax Filing Organizer
KK
Kate Kenner
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Tax Filing Organizer
KK
Kate Kenner
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1:1 Command Center

Centralized 1:1 tracker for agendas, actions, and follow-ups
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1:1 Command Center
KK
Kate Kenner
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1:1 Command Center
KK
Kate Kenner
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Regulatory Compliance & Policy Mgmt Demo

Legal Regulatory Compliance & Policy Management Demo
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Regulatory Compliance & Policy Mgmt Demo
BE
BrianDemo Engberg
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Regulatory Compliance & Policy Mgmt Demo
BE
BrianDemo Engberg
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