CRM

A forecast you can trust, and a team that knows who to call.

Pipelines, contacts, forecasts and field activity in one CRM, with AI that warns you before a deal goes cold.

A forecast you can trust, and a team that knows who to call.
AI insights in the CRM dashboard, demo data.

See CRM at work.

A short walkthrough of the real workflow, step by step.

In this video

  1. Add contacts and companies
  2. Create an opportunity
  3. Move it through the pipeline
  4. Read the executive summary
  5. Act on AI alerts

Probability belongs to the stage, not to the rep's mood.

Stage-based probability

Each pipeline stage carries its probability and target cycle time. Move a deal, and its weight updates on its own.

Weighted pipeline value

Amount times probability, added up across the pipeline and compared with your target.

An executive summary that answers Monday's questions

Forecast revenue, pipeline coverage, conversion rate, sales cycle and the forecast gap, by team or by rep.

Probability belongs to the stage, not to the rep's mood.
CRM executive summary, demo data.

Everything a sales team touches in a day.

Pipeline board

Drag deals between stages on a kanban, filtered by team, rep or pipeline.

Contact interest

Every contact gets an interest level and engagement scores, so the team calls the right people first.

AI campaign assistant

Groups contacts into segments, recommends a campaign for each and drafts the content.

Follow-up campaigns

Audience and exclusions, channels, content blocks and personalisation, in three steps.

Sales rep activities

Calls, meetings and emails logged against contacts and deals, in a calendar and a table.

Lost-reason tracking

Know why deals are lost, by stage and by reason, and fix the pipeline that causes it.

Questions about CRM?

Ask Savi, our assistant. It answers from our product documentation, in English, French or Arabic.

See your pipeline in Millisave this week.