Platform Feature
CRM
Contact management, lead tracking, interaction history, and pipeline visibility. Know where every relationship stands.
Relationships
Every contact, every interaction, one place.
Your CRM lives inside the same system as your store, your LMS, and your event registrations. When a customer buys a product, enrolls in a course, or registers for an event, it all shows up in one unified contact record. No manual syncing. No data silos.
Capabilities
What the CRM includes
Contacts
Contact Management
Complete contact records with custom fields, tags, notes, and interaction history. Import existing contacts or let the system capture them automatically from forms, purchases, and registrations.
Pipeline
Lead Tracking
Visual pipeline stages for tracking leads from initial contact to closed deal. Custom stages per business type. Drag-and-drop pipeline management from the admin dashboard.
History
Interaction Timeline
Every touchpoint in one timeline: emails sent, purchases made, courses enrolled, events attended, AI chat conversations. Complete context for every relationship.
Segments
Audience Segmentation
Create dynamic segments based on behavior, purchase history, engagement level, or custom tags. Use segments to target email campaigns or personalize content.
Unified
Platform Integration
The CRM connects to every part of the platform automatically. E-commerce orders, LMS enrollments, event registrations, email opens — all data flows into the contact record without any configuration.
"Every touchpoint. Every purchase. Every conversation. One record."
See the CRM in action.
Request a demo with real contact data and interaction history.
Request a demo