Every feature included in your plan — no add-ons, no AI surcharges, no surprise bills.
🤖
AI Lead Search
Find companies actively looking to buy using Claude, ChatGPT, Gemini, Groq, or any AI model. Buying signals, target titles, outreach angles, and deal value estimates.
AI-Agnostic🏛️
SAM.gov Contract Search
Search active government contract opportunities by keyword, NAICS code, agency, and location — directly inside the CRM. No separate tool needed.
Gov Contractors📊
Visual Pipeline
Kanban pipeline with deal stages, proposal type tracking (Government, Commercial, Academia), service type tags, and clickable dashboard analytics.
📄
Quote, SOW & Proposal Generator
Build professional quotes and proposals from your pricing catalog. Link to deals, email as PDF, or save to Google Drive. No CPQ add-on required.
Included free✉️
Email from CRM
Send emails using your Gmail account. Merge tags, branded templates, awaiting-reply tracking, and full email history per contact.
👥
Contacts & Companies
Manage thousands of contacts with threaded notes, @ mention alerts, file attachments, company-level views, and full activity history.
📅
Calendar & Events
Schedule meetings, send email invites, discover conferences by topic and location, and capture timestamped meeting notes.
📝
Sales Notes
A dedicated notepad for meeting updates, hot topics, and follow-ups. Supports file attachments and syncs to a shared Google Drive folder.
🏷️
White-Label Ready
Deploy the CRM under any client's brand at their own domain. Each client gets an isolated database. Turn it into a recurring revenue stream.
Resellers📋
Project Management & Gantt
Full project planning inside your CRM — interactive Gantt chart, task hierarchy, dependencies, % complete tracking, milestone diamonds, and budget vs. actual. Assign resources directly from your CRM team. Export to CSV, XLSX, or PDF.
New🎛️
Customizable My Dashboard
Every user builds their own personal dashboard — drag and drop widgets, show/hide KPI cards, resize charts. Saved per user in real time. Set as your default view on login. Company dashboard stays shared for the whole team.
New🤝
Referral Tracking
Flag contacts and companies as referral sources. Track who referred whom, see referral pipeline value, and measure which partners drive the most revenue — all from a dedicated Referral KPI card on the dashboard.
New📈
Team Performance Dashboard
See every team member's pipeline value, deals won, contacts owned, emails sent, quotes sent, and win rate — in a sortable table or visual bar charts. Leaderboard with gold, silver, and bronze rankings. Export to CSV.
New☁️
OneDrive Integration
Connect Microsoft OneDrive alongside Google Drive. Sync sales notes, file attachments, and documents to OneDrive folders automatically. Switch between providers or use both simultaneously. AI-agnostic cloud storage.
Coming Soon
