Deal pipeline as a list or Kanban board, plus a Leads board to work cold prospects by status (New, Attempted, Contacted, Callback, Interested, Qualified, Customer, Not interested) - drag between columns or set a status in one tap
Click-to-call: tap Call next to any phone number and it dials on your device, pre-set to log the call in one tap
Reusable contacts, logged activity, typed tasks, and CSV import and export of deals and contacts (maps Salesforce / HubSpot / Excel columns, including LinkedIn URLs)
One-click prospect research and the CRO's read on each open deal, with a weighted forecast - add a LinkedIn URL to a contact and the research reads that profile
Manager Scorecard: a readiness index per rep (cert scores + pipeline health + activity), plus a per-rep Activity view (calls, emails, meetings, notes and completed tasks over 24h / 7d / 30d / all)
Every rep's live deals with the CRO's read, visible read-only inside your own CRM
A coaching note managers can drop on any stuck deal
BPOs: a dial-readiness board showing who's cleared, lapsed, or failed per campaign