Design the Machine. Let It Run.
Lead routing, workflow automation, SLA enforcement, custom modules, and data quality monitoring. Build the sales infrastructure your team deserves.
The Foundation Your Team Runs On
Routing, automation, compliance, and data quality — the infrastructure that makes everything else work.
Lead Assignment Rules
6 routing methods — round robin, weighted, territory, skill-based, rule-based, and pool. Combine methods and set fallback rules for complete coverage.
Workflow Automation
Trigger-based rules, automation recipes, and health monitoring. Visual editor for conditions, actions, and branching logic — no code required.
SLA Management
Response time policies, breach alerts, and compliance dashboards. Define SLAs by lead source, priority, or deal size. Track adherence by team and rep.
Custom Modules & Fields
Build any data structure — custom modules, fields, views, and layouts. Text, number, date, dropdown, multi-select, lookup, and formula fields.
Data Quality Intelligence
AI detects missing fields, duplicates, and data quality issues automatically. Health score dashboards and automated alerts keep your data clean.
Integration Hub
Webhooks, REST API, Zapier, and 50+ native integrations. Connect your entire stack — marketing automation, support desk, accounting, and more.
Stop Fighting Your CRM
Manual lead routing, broken automations, dirty data, and SLA violations nobody catches. Sales ops deserves a CRM that automates the infrastructure — not one that creates more work.
CRM for Sales Operations — Frequently Asked Questions
Build the Machine. Watch It Scale.
Lead routing, automation, SLA tracking, and data quality — the sales ops toolkit. No credit card required.