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Use Cases
Manage any workflow from your inbox
Track everything
and always have context
Information about your pipelines, contacts, and tasks directly in your inbox and pocket.
Custom views of your pipeline
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Search, filter, group, and sort your data in any configuration and save the results as a custom view. Share with the entire team or surface directly in your inbox.
Share a timeline of emails, notes, and more
Get the details you need no matter who worked on it last. Automatically track and share every interaction across your entire team, including emails, call logs, files, notes, tasks, and more.
Understand who you're talking with
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View details from your pipeline directly alongside emails. Automatically enrich your contacts with info such as name, company, and employee count.
Know what to do next
See upcoming tasks across all your pipelines so you never forget to follow-up.
As easy as a spreadsheet
built into Gmail
You already know how to use Gmail and Google Sheets, so you have all the training you need
Easily import and export
Move over all your existing data using our Google Sheets integration or simply uploading a CSV.
Customize your workflow
Add, remove, rearrange, personalize and color your pipeline stages to fit your evolving workflow, with as many pipelines and stages as you need.
Smart input types
Supports all formats - numbers, text, lists, checkboxes, tags, formulas, contacts, and more. Automatically fill in data such as ‘Date created’ or ‘Date of Last Email' with our magic columns.
Available on mobile
for when you’re on the go
Stay in the loop anywhere with our native integrations and mobile apps
Quickly access information & tasks
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See upcoming tasks with the Today Widget and easily search your entire pipeline from your phone.
Automatically log calls
Track calls directly from your phone to reference later and take notes right then and there.
Send contacts to your phone
Easily start a call by sending a contact from your pipeline to your phone.
We scale with you
And check all the boxes with our pro features
Multi-team support
Custom permissions
Data validation
Reporting tools
Supercharge your inbox
with email power tools
Always have a personal touch and manage your conversations at scale
View tracking
Know instantly when someone sees your message
Receive notifications and view tracking information directly in your inbox and Sent folder. Sort your tracked emails to follow-up with those who may have missed it.
Mail merge
Send personalized mass emails
In just a few clicks, personalize mass emails with recipient names, company details or any data from your pipeline. Always have an instant preview of what recipients will see before you send it. Easily generate contact groups from your pipeline, or an imported CSV.
Send later
Schedule the time your emails are sent
Make sure your emails are seen by scheduling them to be sent at the perfect moment. Easily edit or cancel scheduled message directly your drafts.
Snippets
Build a shared library of commonly written emails
Save time and avoid rewriting emails by inserting canned responses via shortcuts, shareable across your team. Use with Mail Merge to create mass email templates with variables for any data in your pipeline.
Thread splitter
Split conversations when topics branch
Keep conversations on point by separating email threads where conversations diverged.
750K+ happy users
Integrations
Works with your existing tools and workflow
G Suite
Directly integrated with G Suite so your work can stay in one place
Zapier
Over 1000+ integrations through Zapier, the easiest way to integrate your workflow with other tools
API
Build custom integrations or integrate with internal systems
