CRM

Inbox

• Emails and tasks that need you, in one list. Filter with Everything, Emails or Tasks, by status or by person.
• Click Reply to answer from Unibox, or Done when it is handled. Tick several and snooze them until tomorrow or for a week.
• Click New task to add a to-do.

What is in the CRM

• Deals: your pipelines as a board or a table, with forecast totals. See Deals and pipelines.
• Contacts and Companies: everyone you sell to, with owners, tags, custom fields and a full activity timeline.
• Tasks: follow-ups with due dates, owners and overdue alerts.
• Campaigns: your campaigns with leads, sent, replies and reply rate.
• AI Reply Agents: AI that answers the replies to your campaigns.
• Automations: rules like "when a reply is tagged Interested, create a deal and a task".
• Reports: pipeline, forecast, conversion and activity.
• CRM settings (owners and admins): pipelines, stages, custom fields and record visibility.

Lists

• Click New list to make one, or Open to add, edit or delete the people in it. You can also rename, export and delete lists.
• Tables you build in the Leads Engine appear here too.
• Every lead needs a first name, last name and email.

Website visitors

1. Open Website visitors and click Get my snippet.
2. Paste the snippet before </head> on every page of your website.
3. See which campaign leads and which companies visit your site, and which pages they view. Visits also appear on each contact's activity.