Feature
CRM that keeps sales and service in sync
One customer record, every conversation, and clear ownership for follow-up.
Unified customer record
Contacts, companies, and conversations in one timeline.
Pipelines and stages
Define stages, owners, and next steps without spreadsheets.
AI-assisted capture
AI employees log calls, emails, and SMS into the timeline.
Core CRM capabilities
Manage the funnel from first touch to ongoing account work.
- Lead capture from forms, calls, and inbound messages.
- Accounts, contacts, and relationship mapping.
- Deal pipelines with stages, values, and owners.
- Tasks, reminders, and follow-up sequences.
- Activity timeline with notes and files.
Everyday workflows
Keep teams aligned on who owns the next step.
- Route leads by region, service line, or priority.
- Create follow-up tasks after calls or meetings.
- Convert qualified leads into accounts and opportunities.
- Track open deals and forecast pipeline health.
- Hand off to support with full context.
Connected to Akiroo
CRM data flows into inventory, accounting, HR, and automation.
- Link customers to invoices and payments.
- Sync order and inventory status to account records.
- Trigger automation based on stage changes.
- Share a single customer record across teams.
- Report on revenue, activity, and workload in one place.
See CRM in action
Book a demo to map your workflow and scope the right modules.