Features

Powerful Features for Modern Sales Teams

Everything you need to streamline your sales process, from AI-powered insights to visual pipeline management.

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Communication

Communication

VoIP Calling with Recording

Make and receive calls directly from your browser using WebRTC technology. All calls are automatically recorded and stored securely.

  • Browser-based calling - no phone required
  • Automatic call recording with GDPR consent
  • Call history and playback
  • International calling support
Active Call
REC
SC
Sarah Chen
Enterprise Corp
04:32

Email Sync

Seamlessly sync your Gmail or Outlook emails. Never miss a customer conversation again.

  • Two-way sync with Gmail and Outlook
  • Automatic contact matching
  • Email activity timeline
  • Thread tracking and organization
Email Activity
Synced

Calendar Integration

Sync your Google Calendar meetings automatically. Meetings become activities in your CRM with full context.

  • Two-way sync with Google Calendar
  • Automatic activity creation
  • Meeting attendee tracking
  • Task synchronization
Calendar
December 2024
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Upcoming
10:00 AM
Demo Call - TechStart
Sarah Chen
2:30 PM
Quarterly Review
Team Meeting
4:00 PM
Follow-up: Enterprise Corp
Send proposal
AI & Automation

AI & Automation

AI-Powered Transcription

Powered by Gemini 2.0 Flash, get accurate transcriptions of all your calls automatically.

  • Real-time call transcription
  • Speaker identification
  • Searchable transcripts
  • Multi-language support
Call Transcript
AI Transcribed
Duration: 12:34
Contact: Sarah Chen, Enterprise Corp
You 0:00

Hi Sarah, thanks for taking the time to discuss the partnership opportunity. I wanted to walk you through our enterprise pricing structure.

Sarah Chen 0:15

Of course, we've been evaluating several CRM solutions and your product stood out. Can you tell me more about the integration capabilities?

You 0:32

Absolutely. We offer native integrations with Salesforce, HubSpot, and most major email providers. The API is fully documented for custom integrations.

Sarah Chen 0:48

That's exactly what we need. What about data security and GDPR compliance?

+ 18 more entries

AI Insights & Summaries

Get intelligent summaries and action items extracted from your calls and emails automatically.

  • Automatic call summaries
  • Action item extraction
  • Sentiment analysis
  • Key topic identification
AI Insights
Powered by Gemini
Call Summary

Discussed enterprise pricing and integration capabilities with Sarah Chen from Enterprise Corp. She expressed strong interest in API documentation and GDPR compliance features. Budget approval expected within 2 weeks.

Sentiment
85% Positive High buying signals detected
Key Topics
Pricing API Integration GDPR Timeline
Action Items
Send enterprise pricing proposal Due: Tomorrow
Share API documentation links Due: Today
Schedule follow-up in 2 weeks Due: Dec 22

Custom Workflows

Automate repetitive tasks with visual workflow builder. Trigger actions based on deal stages, activities, and more.

  • Visual workflow builder
  • Multiple trigger types
  • Conditional logic support
  • Execution history tracking
Workflow Builder
Active
New Lead Follow-up
Runs: 247 Success: 98%
Trigger
Deal Created
Stage = "Lead"
Condition
Check Value
Value > $10,000
Yes
Action
Send Email
Priority Template
No
Action
Create Task
Follow-up in 3 days
Sales Management

Sales Management

Visual Pipeline Board

Drag-and-drop kanban board to manage your deals through every stage of the sales process.

  • Customizable deal stages
  • Drag-and-drop interface
  • Real-time updates
  • Deal value tracking
Pipeline Board
Lead 3
$12,500
TechStart Inc.
Sarah Chen
$8,200
GreenLeaf Co.
Mike Ross
Qualified 2
$45,000
Enterprise Corp
Lisa Wong
Hot Lead
Proposal 2
$28,750
BlueSky Ltd
John Davis
Won 4
$67,500
Global Retail
✓

Organization Management

Track retail shops and manage parent-subsidiary relationships with ease.

  • Parent-subsidiary tracking
  • Multiple contacts per organization
  • Custom fields support
  • Organization hierarchy view
Organization Profile
Enterprise Corp
Enterprise Technology
★ ★ ★ ★ ★
Google Maps
$245K
Total Revenue
12
Contacts
5
Open Deals
123 Tech Avenue, San Francisco, CA 94105
www.enterprise-corp.com
+1 (555) 000-0000
Organization Structure
Global Holdings Inc. Parent Company
Enterprise Corp Current
Enterprise EU Subsidiary
Enterprise APAC Subsidiary

Contact Management

Comprehensive contact profiles with social profiles, activity history, and more.

  • Social profile integration
  • Activity timeline
  • Multiple emails and phones
  • GDPR consent tracking
Contact Profile
SC
Sarah Chen
VP of Sales
Enterprise Corp
sarah.chen@enterprise.com Work
+1 (555) 123-4567 Mobile
Decision Maker Hot Lead Enterprise
Recent Activity
Call - 12 min Today, 10:42 AM
Email sent - Proposal Yesterday
Productivity

Productivity

Task Management

Never miss a follow-up with integrated task management and reminders.

  • Task assignment
  • Due date reminders
  • Priority levels
  • Google Calendar sync
Tasks
8 pending
Send proposal to Enterprise Corp High
Overdue by 2 days Sarah Chen
Follow-up call with BlueSky Ltd Medium
Today, 3:00 PM John Davis
Review contract terms Low
Tomorrow Lisa Wong
Update CRM with meeting notes
Completed today
Prepare quarterly report Medium
Dec 15

Mobile-First Design

Progressive Web App that works seamlessly on mobile devices with offline support.

  • Works on any device
  • Offline mode
  • Install on home screen
  • Fast and responsive
9:41
Pipeline
Qualified
$45,000
Enterprise Corp
SC
Sarah Chen
Hot Lead
Proposal
$28,750
BlueSky Ltd
JD
John Davis
Lead
$12,500
TechStart Inc
MR
Mike Ross
Home
Pipeline
Contacts
Settings
PWA Ready
Security & Compliance

Security & Compliance

GDPR Compliance

Built with privacy in mind. Full GDPR compliance with consent tracking and data management.

  • Consent to record tracking
  • Data export functionality
  • Right to deletion
  • Audit logging
Privacy & Compliance
GDPR Compliant
Data Protection
Call Recording Consent
Require consent before recording calls
Email Tracking Consent
Notify contacts when emails are tracked
Data Retention Period
Automatically delete old data
24 months
Contact Rights
Data Export
Enabled
Right to Delete
Enabled
Data Correction
Enabled
Processing Limits
Enabled
Recent Audit Log
Data exported for Sarah Chen Today, 2:30 PM
Recording consent granted Today, 10:15 AM
Contact deleted per request Yesterday
Integrations

Connect Your Favorite Tools

Seamlessly integrate with the tools you already use every day

Gmail
Outlook
Google Calendar
Twilio
Google Gemini
Google Maps
Stripe
More coming
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