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Overview
Maximize efficiency: automate internal processes with BPMN Engine and leverage AI Agents & a virtual assistant in one CRM.
Fully-featured cloud CRM software with everything you could ever need to help your business grow. A sophisticated permissions model keeps your data safe. Integrations are available from Lead acquisition through to Accounting integrations, with Workflow there to help you streamline your journey.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.6
114
5
4
3
2
1
70
42
2
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.6
294
5
4
3
2
1
187
88
18
1
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Greta C.
Back Office and Foreign Relations Manager
Greta C.
Back Office and Foreign Relations Manager
Luca G.
Technical Back Office
Pros
Mike U.
Sales Consultant

Shenelle S.
Customer Success Executive
Brigitte B.
Director
Cons
Luca G.
Technical Back Office
Cons
Connor H.
IT Technician

Shenelle S.
Customer Success Executive
Samantha R.
Operations Director
- Vendor responds to reviews
- Last review6 days ago
- Vendor responds to reviews
- Last review10 months ago
Key features
- Total features133
- AI Copilot
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Automated Quoting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Catalog Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Management
- Data Security
- Data Visualization
- Deal Management
- Discount Management
- Document Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- For Mac Devices
- For Small Businesses
- Forecasting
- Forms Automation
- Forms Management
- Gantt/Timeline View
- Generative AI
- Goal Setting/Tracking
- Graphical Workflow Editor
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Multiple Projects
- No-Code
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Process Change Tracking
- Process Modeling & Designing
- Progress Tracking
- Project Management
- Project Planning
- Project Time Tracking
- Project Tracking
- Project Workflow
- Proposal Generation
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Resource Management
- Role-Based Permissions
- Rules-Based Workflow
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Data Storage
- Segmentation
- Social Media Integration
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Templates
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Trend Analysis
- User Management
- Version Control
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
- Total features47
- AI Copilot
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Automated Quoting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Catalog Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Management
- Data Security
- Data Visualization
- Deal Management
- Discount Management
- Document Management
- Document Storage
- Drag & Drop
- Electronic Signature
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- For Mac Devices
- For Small Businesses
- Forecasting
- Forms Automation
- Forms Management
- Gantt/Timeline View
- Generative AI
- Goal Setting/Tracking
- Graphical Workflow Editor
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Multiple Projects
- No-Code
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Process Change Tracking
- Process Modeling & Designing
- Progress Tracking
- Project Management
- Project Planning
- Project Time Tracking
- Project Tracking
- Project Workflow
- Proposal Generation
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Resource Management
- Role-Based Permissions
- Rules-Based Workflow
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Data Storage
- Segmentation
- Social Media Integration
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Templates
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Trend Analysis
- User Management
- Version Control
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations19
- 3CX
- Ad Hoc Revolution
- Adobe Commerce
- ClicData
- Dashly
- Fatture in Cloud
- Google Calendar
- Google Calendar Extension
- HubSpot CRM
- Jira
- Jotform
- MailUp
- Meta for Business
- Mexal
- Microsoft 365
- Microsoft Exchange
- Microsoft Outlook
- Sage 50 Accounting
- Salesforce Platform
- Shopify
- Stripo.email
- Wildix
- WooCommerce
- Xero
- Zapier
- eSign
- magnews
- Total integrations10
- 3CX
- Ad Hoc Revolution
- Adobe Commerce
- ClicData
- Dashly
- Fatture in Cloud
- Google Calendar
- Google Calendar Extension
- HubSpot CRM
- Jira
- Jotform
- MailUp
- Meta for Business
- Mexal
- Microsoft 365
- Microsoft Exchange
- Microsoft Outlook
- Sage 50 Accounting
- Salesforce Platform
- Shopify
- Stripo.email
- Wildix
- WooCommerce
- Xero
- Zapier
- eSign
- magnews
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