Products

Products

From lead capture to compliance reporting, our modular CRM lets you pick exactly what you need—and nothing you don’t—so you can start winning more deals today.

  • Action‑Based Funnel Flow

    Automate every step of your sales journey—new lead → follow‑up → test‑drive → close—using pre‑built workflows that fire on your triggers, not ours. No more manual handoffs or dropped leads.

  • Compliance Console

    Stay audit‑ready with automated activity logs, permission controls, and data‑retention policies built for dealer regulations. Reduce risk without adding complexity.

  • Data Security Hub

    Secure your customer data with end‑to‑end encryption, role‑based access, and SOC‑2‑level safeguards—so you can focus on sales, not security headaches.

  • Permissions Manager

    Granularly control who sees what—set custom roles, limit module access, and enforce user‑level restrictions with a few clicks. Perfect for multi‑location dealerships.

  • Universal Settings Panel

    Customize your CRM in seconds: brand colors, email templates, SMS signatures, and more—all from a single, intuitive interface. No developer required.