Sales CRM
Leads, deals, CPQ quotes, cadences, forecasting and meetings.
Working with leads
Capture, qualify, work and convert leads through the NEW to CONVERTED lifecycle.
Contacts & companies
How people and accounts are modelled, deduplicated and linked to deals and tickets.
Deals & pipeline stages
Deal fields, status, stage movement, rotting detection and win/lose handling.
CPQ & quotes
Build priced quotes from the product catalog, apply discounts and send for acceptance.
Commissions
Plans, attainment, closed-won crediting and statements for reps and managers.
Cadences & sequences
Multi-step outreach: build, enroll, pause on reply and stay compliant.
Forecasting
Roll up deals by forecast category, probability and quota to call the number.
Web-to-lead
Turn website form submissions into owned, deduplicated leads.
Territories, quotas & coaching (advanced)
Assign accounts by territory, set quotas and use coaching and call intelligence.
The sales graph & Do-Not-Contact (advanced)
How leads, deals, tickets and chats connect, and how suppression is enforced across outreach.
Meetings, scheduling pages and booking
Use the Meetings calendar, publish scheduling pages people can book, and send .ics invites with a Limnn Video link.
Learn the platform, then run your entire company on it.
Book a walkthrough with our team, or start the 30-day free trial and set it up yourself. No card needed.