Send mass emails when prospects actually open them
Auto-archive stale leads so your pipeline tells the truth.
See which lead sources actually drive revenue
Block partner approval until every qualification rule is met.
Add dozens of product variants in one click
Pin urgent reminders directly on customer cards
Clone quotes in seconds with smart adjustments built in
Insert approved note snippets on order lines, never retype again.
Clone past orders in seconds, never retype line items
Turn any quote into a template in one click
Send automated email or activity reminders to the responsible salesperson N days before a quotation's expiry date lapses.