CRM & Sales
Know every customer in one connected record.
Smart CRM, pipelines, opportunities, proposals, and contracts that keep your sales motion organized and visible.
22 capabilities in this category
Smart CRM
Keep customer details, conversations, appointments, and opportunities together.
Contact Management
Organize customer information.
Smart Lists
Automatically group contacts based on activity and information.
Custom Contact Fields
Track business-specific customer information.
Contact Tags
Organize contacts for targeted communication.
Customer Timeline
See customer interactions in one record.
Sales Pipelines
Track opportunities from first conversation to final sale.
Opportunity Management
Know where each prospect stands.
Lead Scoring
Identify high-priority prospects.
Lead Assignment
Route incoming leads to employees.
Duplicate Contact Management
Keep customer records cleaner.
Custom Objects
Track specialized business information.
Company Records
Organize business relationships and associated contacts.
Task Management
Assign and complete customer follow-ups.
Customer Segmentation
Deliver relevant communications to different audiences.
CRM Import & Export
Move information between supported systems.
Automated Sales Follow-Up
Stay connected with prospects until they make a decision.
Digital Proposals
Present professional offers online.
Digital Contracts
Simplify agreements and approvals.
Sales Performance Tracking
Measure sales activity and results.
Abandoned Checkout Recovery
Follow up with shoppers who leave checkout incomplete.
Customer Reactivation
Reconnect with past customers.
Put these capabilities to work
Every feature here connects to the rest of OmniSuite. Book a demo to see them working together.