The Ascension update is liveRead the post
All features

Data model.

Shape the CRM around your business without waiting on a release.

20 capabilities shipped
Contract value(required)
Number
Renewal date
Date
Account tier
Select
Notes
Text

Every capability

  • Custom fields7
  • Saved views and filters4
  • Forms6
  • Import and export3

Custom fields

7

The fields your business runs on, added in a minute.

  • Define a custom field
  • Delete a custom field
  • Edit a custom field
  • Make a field compulsory
  • Reorder custom fields
  • Separate fields for contacts and deals
  • Text, number, date, dropdown or checkbox

Saved views and filters

4

Save a filter once and reuse it forever.

  • Filter any list by any field
  • Natural-language filter
  • Save a filter and sort as a view
  • Share a view with the workspace

Forms

6

Collect leads from your own site, straight into the CRM.

  • A ready-made page to share
  • Form builder
  • Send new leads to the right person
  • Share or embed a form
  • Spam held back for review
  • Turn a submission into a contact automatically

Import and export

3

Bring your data in, and take it out whenever you like.

  • Export a filtered list to CSV
  • Import contacts or companies from a CSV
  • Preview an import before it writes anything

Keep looking

RecordsContacts, companies and tagsPipelineDeals, stages and forecastingTasks and activityFollow-ups, notes and searchAutomations and AIWorkflows and the assistantWorkspace and trustPeople, roles and the audit trail

Set up your workspace in minutes.

Get startedSee all features

Free while in beta · No credit card required