Linked Contacts
See every person associated with an account and their role in the buying process.
Companies
Your complete account directory
Every company your team sells to, services, or prospects. Organized in one intelligent directory. See org charts, deal history, linked contacts, and total revenue at a glance.
Account Intelligence
Everything about an account, in one place
Open any company and see the full picture: linked contacts, open deals, visit history, notes, and total revenue. No more toggling between tabs to build context.
- Full contact directory per company
- Deal history with win/loss tracking
- Aggregated revenue metrics
Organization
Segment by industry, size, or anything
Tag and categorize companies by industry, employee count, annual revenue, or any custom field. Build targeted account lists for focused outreach campaigns.
- Custom tags and categories
- Territory assignment for team accounts
- Saved filters and smart lists
Capabilities
Everything you need to manage accounts
Revenue Tracking
Total closed revenue, open pipeline, and historical deal data per company.
Custom Fields
Add industry, employee count, fiscal year, or any data point relevant to your sales process.
Location Mapping
Store addresses and see all nearby accounts on a map for field planning.
Activity Feed
Chronological history of every interaction across all contacts at the account.
Document Attachments
Attach contracts, proposals, and files directly to company records for easy access.
Organize your entire book of business
Get a clear, connected view of every account your team touches.