Powerful features, simple interface
Everything you need to manage relationships, close deals, and grow your business - without the complexity of traditional CRMs.
Contact & Company Management
Keep all your relationships organized in one place. Link contacts to companies, track interactions, and never lose context on any relationship.
- Custom fields to capture the data that matters to your business
- Smart tagging and segmentation for targeted outreach
- Complete activity timeline for every contact and company
- Import from CSV, spreadsheets, or other CRMs in minutes
Visual Deal Pipelines
See your entire sales process at a glance. Drag and drop deals between stages, track values, and forecast revenue with confidence.
- Customizable pipeline stages that match your sales process
- Drag-and-drop interface for effortless deal management
- Deal value tracking and weighted pipeline forecasting
- Multiple pipelines for different products or teams
Communication Hub
All your conversations in one place. Email, calls, notes - everything synced automatically so you never miss context.
- Two-way email sync with Gmail and Outlook
- Email templates and sequences for consistent outreach
- Call logging and recording integration
- Team mentions and internal notes for collaboration
Hi team,
The proposal looks great! I've shared it with our board and they're excited about moving forward.
Can we schedule a call this week to discuss implementation timeline?
Workflow Automation
Automate repetitive tasks and focus on what matters - building relationships. Set triggers, define actions, and let coreCRM do the rest.
- Visual workflow builder with drag-and-drop simplicity
- Automatic task creation and assignment
- Scheduled follow-up reminders that never slip through
- Trigger-based email sequences and notifications
AI-Powered Insights
Let AI help you focus on the right opportunities. Get intelligent recommendations, deal scoring, and predictive analytics.
- Deal scoring to prioritize high-probability opportunities
- Smart next-action recommendations for each deal
- Revenue forecasting with confidence intervals
- Sentiment analysis on communications and engagement
And so much more
Everything else you need to run your business, built right in.
Reporting & Analytics
Beautiful dashboards and detailed reports to track performance and make data-driven decisions.
Integrations
Connect with the tools you already use - Slack, Zapier, Google Workspace, and hundreds more.
Mobile App
Access your CRM anywhere with native iOS and Android apps. Full functionality on the go.
Team Collaboration
Share contacts, collaborate on deals, and keep everyone aligned with real-time updates.
Enterprise Security
SOC 2 compliant, GDPR ready, with role-based permissions and audit logs built in.
Developer API
Full REST API and webhooks to build custom integrations and extend functionality.
Ready to see these features in action?
Start your free trial today and experience the power of coreCRM.
14-day free trial. No credit card required. Cancel anytime.