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Fill in company details as you type, look up ABNs and NZBNs, and merge duplicates.

Set up your workspace in about 15 minutes.

Move from a spreadsheet or another CRM, with history, and undo if needed.

When something happens, do something for you.

Stages, stale opportunities, required fields and next steps.

Build your catalogue, add items to opportunities, track stock and sell packages.

Design how quotes look, or upload your own Word template.

Two-way sync with Gmail, Google Workspace, Outlook and Microsoft 365.

Send broadcasts to contacts who've agreed to hear from you.

Automatic follow-ups that stop as soon as the contact replies.

Schedule an email, and get a task if nobody replies.

Leave cover, handovers, lead routing, team alerts, contests, the office TV and capacity planning.

Coach reps at every stage, protect your margins and control who sees sensitive fields.

Track recurring revenue, never miss a renewal, and pay commission from what was won.

Turn your support email into tickets that show each customer's sales history.

Short email surveys after you win a customer or solve their ticket, with questions and recipients you choose.

Plans, the trial, changing plans and invoices.

Roles, teams and who sees what.

Passwords, devices, exporting and deleting.

Fix common problems quickly, or contact us.

Every {{placeholder}} you can use in emails, sequences, broadcasts, quotes and automations.