CRM Software Features

Explore CRM features

• Configuration / workflow

  Multiple Pipelines

  Run genuinely different sales or relationship processes as separate pipelines — not one overloaded funnel with filters pretending to be structure.

  Compare support →

• Tiered / plan-dependent automation

  Workflow Automation

  Turn stable process rules into reliable tasks, field updates, and notifications — so follow-through does not depend on memory alone.

  Compare support →

• Configuration

  Custom Pipeline Stages

  Design the checkpoints inside a pipeline so deals advance only when real work is done — not when someone wants a prettier board.

  Compare support →

• Integration

  Email Sync

  Attach sent and received email to the right contact and deal automatically — so relationship history does not live in one person’s inbox.

  Compare support →

• Prioritization (often plan-tiered)

  Lead Scoring

  Rank inbound and prospect records by fit and engagement signals so the team works the right leads first — not whoever shouted last in Slack.

  Compare support →

• Configuration (often limited by plan)

  Custom Fields

  Add the attributes your process actually depends on — AUM band, contract type, territory — without waiting on a developer for every column.

  Compare support →

• Reporting (plan-tiered)

  Forecasting

  Project expected revenue from pipeline data with commits, categories, or stage weights — after stage hygiene is real enough to trust.

  Compare support →

• Reporting (plan-tiered)

  Reporting Dashboards

  See pipeline, activity, and conversion in shared dashboards and reports — so decisions start from the same numbers, not competing screenshots.

  Compare support →

• Communication (often an add-on)

  Calling

  Place and log calls from the CRM so conversations attach to the right records — without turning the CRM into a full contact center.

  Compare support →

• Automation (usage-limited)

  Email Sequences

  Run multi-step outbound follow-ups that pause on reply — so prospects get a consistent cadence without spreadsheet reminders.

  Compare support →

• Identity (usually a higher plan)

  Single Sign-On

  Let people sign into the CRM with your identity provider — so access follows corporate joiners, movers, and leavers instead of shared passwords.

  Compare support →

• Administration / accountability

  Audit Logs

  Record who viewed, changed, exported, or deleted CRM data — so investigations and compliance reviews have evidence, not guesswork.

  Compare support →

• Administration (plan-tiered)

  Role Permissions

  Control what each role can see and change — so SDRs, advisors, and executives get the access they need without opening every record to everyone.

  Compare support →

• Platform / developer access

  API Access

  Connect the CRM to your stack programmatically — sync data, build integrations, and automate across systems when native connectors are not enough.

  Compare support →

• Access / client app

  Mobile App

  Update deals, log notes, and check context from a phone — so field and on-the-go work does not wait until someone is back at a laptop.

  Compare support →

• AI (plan-tiered or add-on)

  AI Assistance

  Use AI to draft, summarize, and suggest next steps on CRM records — with human review — instead of treating the CRM as an autopilot.

  Compare support →