Contacts, pipelines, and campaigns built for growth.
Centralize your entire sales and marketing operation. Build rich contact profiles, visualize pipelines, automate campaigns, and track every interaction—all in one integrated platform designed for teams that move fast.
Rich Contact Profiles & Smart Segmentation
Create detailed contact records with custom fields, communication history, activity timelines, and tags. Build dynamic segments that auto-update as contact data changes, or manually manage static lists for precise targeting.
Visual Deal Pipeline & Kanban Boards
Drag deals across customizable pipeline stages to track your sales process. Assign deals to contacts, add weighted forecasting, and monitor conversion velocity with built-in analytics for each stage.
Marketing Automation with Trigger-Based Workflows
Build powerful automation workflows triggered by segment membership, form submissions, tags, or date-based events. Chain together multi-step sequences with conditional logic to nurture, onboard, and re-engage contacts automatically.
Email Campaigns with Delivery & Engagement Analytics
Design and send email campaigns with subject lines, custom layouts, and contact list targeting. Track opens, clicks, bounces, unsubscribes, and conversions to measure ROI and optimize future sends.
Everything your funnel needs, unified
From first touch to closed deal, every interaction lives in one connected workspace.
Multi-channel outreach
Email, professional networking, SMS, and call logging unified in one funnel.
Static & dynamic lists
Contact lists with bulk operations for fast segmentation and targeting.
Activity timelines
The complete communication history surfaced per contact, in order.
Custom fields & tags
Personalized data organization that fits the way your team works.
Notes & attachments
Deal notes and file attachments keep collaboration close to the opportunity.
Contact enrichment
Linked professional profiles and web properties enrich every record.
Bring your whole pipeline into one place.
Three steps to a connected sales and marketing operation that scales with your team.
Centralize contacts
Import records, add custom fields, and build segments that stay current automatically.
Map your pipeline
Lay out your stages, drag deals through, and watch conversion velocity per stage.
Automate & measure
Trigger workflows, send campaigns, and track engagement to refine every send.
Ready to use CRM & Marketing?
Start your free trial and explore every feature across the complete EIQ platform.