email-native deal tracking
Create and manage sales deals directly within Gmail threads without leaving the inbox. Each deal is linked to email conversations, maintaining full context of communications.
visual pipeline kanban board
Visualize sales pipeline as a drag-and-drop kanban board with customizable stages. Move deals between columns to update their status in real-time.
deal timeline and history view
View a chronological timeline of all activities, emails, and changes related to a specific deal. Provides complete context and audit trail.
bulk deal operations
Perform bulk actions on multiple deals at once such as changing stage, assigning owner, or updating custom fields. Reduces time spent on repetitive updates.
deal filtering and search
Filter and search deals by various criteria including stage, owner, custom fields, and date ranges. Quickly locate specific deals or subsets of pipeline.
deal stage automation
Automatically move deals between pipeline stages based on email activity or manual triggers. Reduces manual status updates and keeps pipeline current.
contact and company profile management
Create and maintain contact records with company information, interaction history, and custom fields. All contact data is accessible from Gmail and linked to email threads.
email activity tracking
Automatically log and track email interactions with contacts including open rates, click tracking, and reply status. Provides visibility into engagement without manual logging.
+5 more capabilities