CRM & Sales Pipeline
A genuine Kanban sales pipeline - contacts, companies, deals, and email sync your team will actually keep up to date.
Most CRMs fail for one simple reason: updating them takes more effort than the deal is worth. The Business Operations Platform's CRM makes moving a deal forward a single drag on a Kanban board, not a form to fill in, so the pipeline stays current because using it is easier than skipping it.
Contacts and companies are shared across every module - the same CRM engine also runs Recruiting and Property elsewhere on the platform - and connecting Office 365, Gmail, or any IMAP inbox brings every message onto the right contact's timeline automatically, with custom fields to shape the pipeline around how your sales process actually works.
How it works
- Kanban pipeline with contacts, companies, and deals your whole team can see at a glance
- Email sync (Office 365, Gmail, or IMAP) - every message lands on the right contact automatically
- Custom fields to shape the CRM around your own sales process
- Reporting on win rates, cycle times, and pipeline value, always current
Want to see it against your own data?
Talk to us about crm & sales pipeline, or get started directly on Business Operations Platform.