One CRM to match all your selling styles

Every business is unique, and so are the processes for various products or business units. Organize your CRM with a different layout for each sales process—each with their own data structures, workflows, and rules.

Complex sales processes, simplified data capture

Capture the unique specifications of each business process in easy-to-understand formats. Set up conditional fields that are only shown when relevant, or subforms that help you associate smaller pockets of information to your main record.

Capture the intricacies of each process

Each process comes with its own set of rules. For instance, you may provide higher discounts to certain segments or industries. With layout rules, you can ensure these unique differences are captured within each process.

Relate your data to obtain the right context

Your CRM contains a network of related information spread across modules. Provide a more contextual experience by linking relevant records and choosing what information is shown in each layout.