Sales CRM
Everything in Sales CRM, in one list.
35 capabilities across 8 groups. Each one has its own page, and each page names the screen it is describing.
Records
Accounts
Parent and subsidiary accounts guarded against cycles at the database itself, five statuses with one deliberately excluded from bulk, and a merge that tells you which fields it filled in.
ReadContacts
A contact can belong to several accounts with one marked primary, a duplicate email refusal that hands you the existing record, and every contact resolved to the same person the rest of the platform knows.
ReadDuplicates & merge
Near-duplicate accounts and contacts surfaced into a review queue that never merges on its own, capped so one common name cannot flood it, and a merge that moves every relationship.
ReadSearch
Search across accounts, contacts, deals and leads with typo tolerance tuned for short proper nouns, exact-word matches ranked above near misses, and highlighting that can never execute.
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Pipeline
Deals
A deal record with structured competitors, four terminal states including a deliberately quiet one, a close path that always captures a reason, and collaborators who get access through the same sharing rules as everyone else.
ReadPipelines & stages
Several pipelines, stages with their own probabilities, endings that are unreachable by dragging, and deletion refusals that tell you how many deals are in the way.
ReadStage requirements
Per-stage entry requirements over six fields and six artifacts, with two policies: forced through with a written reason that is kept, or refused with no override offered at all.
ReadStale deals
A deal is stale when neither the stage nor the customer has moved for longer than your threshold, with a nightly nudge to the owner that is deduplicated per deal rather than per person.
ReadDeal routing
First-match assignment over three conditions, round robin that survives simultaneous creates, and a default for unrecognised conditions that turns a typo into a rule that never fires.
ReadPipeline inspection
Every open deal against three independent risk axes — how long it has been stuck, what the calls sounded like, and where it sits in the forecast — with filter chips that carry live counts.
ReadDeal collaborators
Add a solutions engineer or a legal reviewer to a deal and they gain access through the platform's ordinary sharing rules, with no second path into a record.
ReadEvidence from calls
Recorded calls returned as evidence on the deal: objections with the rep's answer, sentiment across the quarter, competitor comparisons, and suggested CRM updates that never write themselves.
ReadCall coaching
Seven measures over a rolling four weeks against a team median that excludes the person being viewed, with an analysis that is required to find real mistakes and forbidden from inventing them.
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Getting in
Leads
Leads from a form, a spreadsheet, a rep or company discovery, routed by first-match rules, qualified against a framework, and converted in one transaction that copies the timeline rather than moving it.
ReadWeb forms
A form on your own website posting directly into the CRM with no automation service in between, consent captured per purpose, and a snippet generated from your live consent configuration.
ReadScoring & routing
Six weighted factors with the reasoning stored alongside the number, and first-match routing rules where an unrecognised condition makes a rule un-matchable rather than universal.
ReadContact discovery
Search external providers for people, import them without creating duplicates, and fill missing emails and phone numbers on contacts you already have — with every search recorded, including the ones that were refused.
ReadSequences
Rep-owned one-to-one cadences over leads, contacts and deals, with structural edits refused on a live sequence, quiet hours that deliberately exempt the rep's own to-do list, and every step recorded.
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The working day
Activities & notes
Calls, meetings, emails and notes that roll up from a deal or a person to the company automatically, with note text sanitised so it can never execute and private notes enforced on every path.
ReadTasks & follow-ups
Tasks whose recurrence spawns from the due date rather than the completion date, follow-ups that point back at what caused them, and a snooze that records the total slide rather than the last push.
ReadBooking links
Public booking pages in four shapes with genuinely different availability arithmetic, re-validated under a lock at the moment of booking, and a recorded meeting that can be attached weeks later.
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Quote to cash
Quotes
Quotes drafted from a deal's own line items, numbered without collisions, gated on discount and value, and flagged when the deal moves on without them.
ReadApprovals
Discount and value ceilings you set, a routing chain you can dry-run before submitting, a definition frozen when an approval starts, and a drafter who cannot approve their own work.
ReadProducts & pricing
One price per product per currency with the home price mirrored both ways, dated exchange rates you record yourself, and a price that refuses rather than silently resolving to zero.
ReadOrders
An order converted from an accepted quote with every line copied rather than recomputed, two independent states, an append-only fulfilment trail, and amendments that carry fulfilled quantities forward.
ReadContracts
Six kinds of contract from templates with placeholders resolved once and stored, approval with separation of duties, revision that supersedes rather than overwrites, and a renewal lookahead that opens the deal for you.
ReadSigning & verification
A signing key that belongs to your workspace alone, the signed document stored byte for byte, a certificate of completion with the full timeline, and public verification that hashes the file in the reader's own browser.
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Managing the number
Forecasting
Forecast categories rolled up cumulatively, submissions that are append-only with the reasoning frozen alongside them, and a projection weighted by what the calls on each deal actually sounded like.
ReadQuotas
Targets over seven metrics for a person, a team or a territory, with a pace curve that follows the shape of your year rather than assuming a straight line.
ReadTerritories
Territories on five axes with an account able to sit in several as long as the axes differ, rules that are ordered and first-match, and manual pins the rule engine is structurally unable to overwrite.
ReadCommissions
Commission plans frozen at the version every payment pins to, a mandatory dry run whose figure is the one that gets paid, split credit that redistributes rather than evaporates, and a payroll hand-off that aborts rather than paying a stale number.
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Seeing it
Reports & dashboards
A report builder over seven subjects with dates that follow your financial year, dashboards assembled from saved reports, and scheduled delivery that cannot double-send.
ReadAsk Yukti
Ask a question in words and get an answer built from records you can already see, with a tool layer that rejects anything destructive at registration rather than filtering it at runtime.
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Underneath
One record
A canonical person resolved across candidate, contact and employee, matched on rules that understand how email providers actually work, with duplicates queued for review rather than merged automatically.
ReadPermissions & visibility
Three visibility scopes per record type, an openness setting per object, explicit record sharing, and a default that returns an empty list rather than everything when nothing is configured.
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Underneath all of it
One person record resolved across candidate, contact, employee, referrer and vendor contact. Cross-module automations, approvals and escalations. Custom fields on real objects. A public API with webhooks. Role- and field-level permissions with an audit trail. Documents generated from the record and signed in place. And an importer that de-duplicates against what you already have and tells you what it could not place.
See all 13 module areas