Custom objects
Model anything your business tracks.
Create objects and fields for whatever you sell, service or schedule, and relate them to each other. Records keep their history, and every write goes through the same permission checks.
Formulas & roll-ups
Numbers that keep themselves up to date.
Formula fields compute values from a record and its relatives. Roll-up summaries total, count or average child records, so an account always shows its live pipeline.
Layouts & admin console
Change the CRM without filing a ticket.
Object manager, field editors, record types, page layouts and list views live in one keyboard-friendly, accessible console. Changes apply without a deploy.
Search
Find anything you are allowed to see.
Typo-tolerant and semantic search across every object. Results are filtered by the same sharing rules as list views and reports, so search never leaks a record.
Reports & dashboards
Answers from the data you already have.
Build reports and dashboards on any object. They run under the viewer's permissions, so one dashboard can serve the whole company.
Live events
Every change is an event.
Creates, updates and deletes are published as events. Open views update in real time, workflows react immediately, and integrations subscribe instead of polling.
Stop configuring.
Start operating.
The CRM an agency would build for you, generated from the business you already have.