Manage accounts, track deals through stages, and close more business.
Bring your existing book over from a spreadsheet without losing data or creating duplicates.
Drag deals through stages, set close dates, and watch your forecast update in real time.
What every field on a customer record means and why ESI IDs unlock the rest of the workflow.
Hold up to five service addresses on one customer, set the primary, and keep quotes and contracts pointed at the right site.