The Complete Guide to Sales CRM

default image

Hey there! 👋 As a sales leader, I know you’re looking for tools to help your team sell more efficiently and effectively. In this comprehensive guide, we’ll explore how’s sales CRM solution can fully manage your sales workflows from lead to close. provides a powerful yet intuitive sales platform designed to simplify your team’s entire selling process. After reading this guide, you’ll understand:

  • Key capabilities of sales CRM
  • How the platform streamlines communication, performance tracking, data organization, and automation
  • Pros and cons compared to alternatives like Salesforce and HubSpot
  • Use cases where excels (and where it falls short)
  • Pricing options to fit your budget

Let’s dive in!

What Makes Sales CRM Unique?

Before looking at specific features, it’s helpful to understand what sets apart from the sea of sales CRM options out there. sales CRM really shines when it comes to customization and flexibility. Unlike rigid, legacy CRMs, provides an intuitive interface and tools that let you easily tailor the platform to your team’s unique selling process without complex development.

Dan Pink, author of To Sell Is Human, emphasizes that top salespeople don’t rely on canned scripts and firm processes. They excel by reading situations and customizing interactions for each prospect and customer. replicates this flexibility within its platform by letting you:

  • Add and rearrange sales pipeline stages
  • Create customized sales views for different teams
  • Build multi-step sales automations without coding
  • Integrate your existing sales tech stack
  • Access the CRM from anywhere with mobile apps

This adaptable approach makes a great choice as your startup begins formalizing processes, as well as enterprises with specialized sales workflows.

According to recent surveys by TrustRadius, earns high reviews for its ease-of-use, customization, and automation capabilities compared to alternatives: reviews on TrustRadius earns high marks for usability and customization. (Source: TrustRadius)

Let‘s explore how these capabilities translate to tangible benefits for your sales team. Sales CRM Features packs tons of features that 25,000+ organizations leverage to enhance sales performance. While we can’t dive into every capability here, let’s look at key categories and how they benefit your team.

Communication Management

Sales is all about constant communication with prospects and customers. centralizes those interactions to prevent dropped balls and enable personalized, impactful conversations.

  • Activity logging – Manually log calls, meetings, demos and more to capture key interactions.

  • Email integration – Sync email from Outlook, Gmail, etc. to automatically track sent/received messages.

  • Conversation timelines – Review historical communication touchpoints between reps and prospects/customers on contact profiles.

  • Email tracking – Get notified when prospects open your emails so you can follow up timely without being intrusive.

  • Email templates – Create reusable email templates that reps can quickly customize for outreach.

According to Forbes, 42% of sales reps miss follow-up timeframes and 13% never follow up at all. provides visibility so managers can ensure conversations stay on track through deal completion and beyond. communication management

Centralize prospect communication to build relationships effectively. (Source:

Performance Tracking and Reporting

Understanding your team’s activity and effectiveness is crucial for optimizing processes. offers several ways to monitor individual and team productivity:

  • Opportunity management – Track deal stages, win probability, close dates and assigned reps.

  • Sales forecasts – Accurately predict future revenue based on pipeline analysis. Adjust forecasts dynamically as deals progress.

  • Personalized dashboards – Build custom views of team/rep leaderboards, aged pipeline reports and other sales KPIs.

  • Sales analytics – Measure sales cycle length, close rates, deal volume, customer retention and other key metrics.

  • Productivity tracking – Log calls, meetings, emails and other activities to report on sales rep work output.

  • Notifications and reminders – Set notifications to prompt overdue tasks and alert on key deal milestones.

According to Aberdeen Group, companies using sales CRM reporting enjoy a 48% year-over-year increase in team sales productivity compared to 11% for non-users. sales performance tracking

Gain transparency into sales performance through customizable reports and metrics. (Source:

Data Organization

Between prospect contact details, account info, deal records, conversations and activities, sales data explodes fast. provides elegant ways to organize all this information:

  • Contact profiles – Consolidate details, account context, communication history and notes in complete profiles.

  • Pipeline views – Create boards to view/filter deals by assignee, stage, source, product line and other variables.

  • Opportunity records – Log deal details like timeline, products, amount, contacts and notes in one place.

  • Tags and categories – Use tags like “decision-maker” to create Smart Groups of similarly tagged records.

  • Custom fields – Capture important sales data not in standard fields through unlimited custom fields.

  • Search and filters – Quickly find contacts, deals and activities through search bars, column filters and dropdowns.

Organized data means managers can report on the metrics they care about without sales teams wasting time hunting down information. sales data organization

Flexible boards and views to organize data for efficiency and reporting. (Source:

Sales Process Automation

Sales reps spend countless hours on administrative tasks like data entry that steal time from selling. With, teams can automate repetitive processes without IT or coding expertise:

  • Lead assignment – Automatically route new leads to reps based on geography, customer type or round robin.

  • Email sequences – Schedule sequenced nurture email campaigns to move leads through sales funnel stages.

  • Field population – Populate fields, trigger alerts and run credit checks based on specific criteria.

  • Workflow automation – Build multi-step processes to manage renewals, onboarding, escalations and more.

  • Appointment scheduling – Generate booking links so prospects can automatically schedule demos and meetings.

Process automation means reps spend less time scheduling and updating records, and more time having sales conversations. sales automation example

No-code automations eliminate repetitive administrative tasks. (Source:

Comparing to Top Sales CRM Alternatives has some distinct advantages over legacy CRMs, but also some potential limitations depending on your team’s needs:

vs. Salesforce

  • Pros: More intuitive interface. Easier to customize and automate workflows without developer help. Lower startup cost.

  • Cons: Lacks extremely advanced features like complex role hierarchies, granular permission management and hard-coded validations for regulated industries.

vs. HubSpot CRM

  • Pros: Customizable pipelines instead of prescribed workflows. More enterprise-grade capabilities like sandbox environments.

  • Cons: Initial setup and customization requires more patience. Less out-of-box simplicity for light needs.

vs. Pipedrive

  • Pros: Much more flexibility and customization options. More advanced reporting, forecasting, email integration, and automation.

  • Cons: Not as lightweight and easy for brand new CRM users. More tailored for established processes.

The bottom line? strikes a great balance between Salesforce-level power and intuitiveness. Companies scaling beyond entry-level CRM needs will appreciate’s sweet spot.

What Teams Get the Most Value from’s customization and diverse feature set make it a versatile choice across these scenarios:

  • High email volume – Teams doing lots of outbound prospecting appreciate’s robust email integration, tracking and templates.

  • Inside sales teams – Tailor’s views, reporting, templates and automation to inside selling workflows.

  • Remote workforces – Provide visibility and unity to hybrid/remote teams with shared processes and data.

  • Customer onboarding – Automate multi-step onboarding tasks like sending guides, booking training, collecting reviews etc.

  • Account management – Create boards to track renewal progress, expansion opportunities and satisfaction.

  • Channel partners – Share cobranded sales materials and provide visibility to resellers and affiliates.

  • Executives – Monitor individual and team productivity plus forecasting and pipeline health from personalized dashboards.

On the flip side, may not be the best pick for these use cases:

  • Basic contact management – Teams only needing simple lead/contact database may prefer lower-cost options with fewer features.

  • Enterprise complexities – Large corporations could require advanced permissions, data validation and change control that lacks.

  • Set it and forget it – Organizations wanting a turnkey system with little configuration may prefer platforms like HubSpot.

Think through your specific needs, team skills and growth path. strikes an ideal balance for many, but isn‘t a fit for every sales scenario. Pricing and Plans offers several tiers to fit solopreneurs up through enterprise sales teams:

Plan Price Per Seat Key Features
Basic $10/month Contact database, pipeline management, mobile access
Standard $14/month Automation builder, calendar integration, advanced search
Pro $24/month Sales analytics, custom apps, bulk actions, advanced automations
Enterprise Custom pricing Single sign-on, sandbox environments, dedicated account manager

There is also a free version for very small teams.

Pricing is per “seat” (user). There are no extra fees for contacts, storage or other limits. Volume discounts available at 50+ seats.

Here are the numbers on how shakes out for teams of different sizes:

  • Individual sellers – Free provides basic pipeline and contact management.

  • Small teams <10 – Basic or Standard plans provide complete CRM capabilities for under $150/month.

  • Growing teams <50 – Pro plan offers premium features and volume discounts for under $1000/month.

  • Large teams >50 – Enterprise plans with additional security, controls and support. Roughly $2,000+/month.

Compared to other top CRMs, lands squarely in the middle both on capabilities and pricing. For teams needing advanced customization, it provides excellent ROI compared to legacy competitors.

Getting Started With

Part of what makes so quick and easy to adopt is its intuitive interface and setup flow:

  • Clean visual design – The UI uses colors, clear labels, icons and timeline formats sales reps already understand.

  • In-line editing – Update records directly in tables without opening item details saving clicks and time.

  • Drag-and-drop – Easily drag/drop to move items between pipeline stages, assign records, create automations etc.

  • Guided onboarding – Pre-loaded demo data lets you try following in-app tips before going live.

  • Library of resources – provides tons of videos, support docs, live onboarding assistance and community forums for any questions.

  • Mobile access – iPhone and Android apps enable CRM access on the go for customer visits or between meetings.

I recommend blocking 30-60 minutes with your team for an initial exploration in a sandbox environment. This hands-on experience quickly demonstrates how can transform your sales workflow.

Is the Right Sales CRM for You?

At the end of the day, there are plenty of sales CRM platforms to choose from. Finding the right fit depends on your team’s specific priorities, skills and goals.

The most successful users of share these traits:

  • You want the flexibility to customize CRM fields, views and automations without restrictive no-code platforms or expensive developers.

  • You seek both simplicity for everyday user tasks AND advanced enterprise-level reporting and automation.

  • Your needs sit between basic contact management and complex enterprise-grade requirements.

  • You value sales software that’s highly intuitive and easy to use with minimal training.

If this sounds like your team, then is definitely worth a deep look. The platform can provide immense value for organizations seeking the “just right” balance of usability and customization.

Ready to Learn More?

Hopefully this guide provided a comprehensive overview of’s sales CRM capabilities and value. To dig deeper, I recommend:

  • Exploring a live demo – Run through’s pre-loaded sales scenarios to experience the platform firsthand.

  • Reading independent user reviews – See what real customers say on third-party sites like G2Crowd and Capterra.

  • Contacting their sales team – Get your specific questions answered by’s CRM product experts.

When you’re ready to discuss if is the right fit for your sales stack, I’m here to help! Just let me know and we can dive into your specific team needs and priorities.

Hope this guide provided a helpful start evaluating sales CRM solutions for your growing team! Let me know if any other questions come up. I’m here to help. 😃

Written by