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CRM
B2B CRM, Deal Pipelines & Lead Mood Scoring
Organize contacts, manage sales stages, and leverage AI sentiment to prioritize hot prospect deals.
Prerequisites
- Active Workspace
Instructions & Setup
1. Create Pipelines
Configure custom sales stages (e.g. Lead Inbound, Qualified, Demo Scheduled, Closed Won).
2. Track Buying Mood
AI automatically tags inbound leads as Eager, Skeptical, or Inquiring based on conversation tone.
3. Deal Value & Forecasting
Assign monetary values to deals to track monthly pipeline revenue.
Plan Limits & Allocations
- • Trial: 100 leads • Starter: 500 • Growth: 2,500 • Pro: 10,000 • Scale: 50,000 contacts
Troubleshooting & FAQs
Issue: Cannot add more contacts
Resolution: Your contact quota is reached. Archive inactive contacts or upgrade your subscription tier.
Need personalized technical guidance?
Contact Support Engineering