Core Management (Basic Plan)
Lead & Sales Pipeline: Visually track every prospect from initial contact to closed deal using an intuitive drag-and-drop Kanban board.
Task & Follow-Up Tracking: Assign specific to-dos to team members and set automated reminders so no client is ever forgotten.
Email Integration: Connect your standard inbox to log client emails directly against their profile in the CRM.
Business Dashboard: A unified view of your entire firm's daily activities, pending tasks, and recent conversions.
