CRM Essential
For businesses that want to stop managing prospects across spreadsheets, chats and notes, and organize sales and follow-up in one place.
- Leads, contacts and companiesCentralize prospect and customer information so your team has a clear commercial history.
- Opportunities and pipelineFollow each deal from first contact to close and see its stage and next step.
- Products, quotes and salesPrepare proposals, organize products and record sales without disconnected tools.
- Activities and follow-upOrganize calls, tasks, meetings and next actions so opportunities do not get forgotten.
- Essential reportsQuickly understand how your commercial operation is progressing.
- Albert AssistantQuery and understand authorized CRM information with the integrated intelligent assistant.
- Client portalProvide secure external access connected to your company's operation.

