Contacts, companies, leads, deals, campaigns, inbox, and tasks.
Contacts, companies, leads, deals, campaigns, a shared inbox, and tasks - the heart of EmpireVault.
Contact types, tags, saved segments, attachments, and candidate keyword search across indexed CVs.
Organization records, linked contacts, and adding a contact straight from the company page.
Where leads come from, the status workflow, and turning interest into deals.
Pipeline stages, deal records, and keeping revenue moving.
Build campaigns, track opens and clicks, honor unsubscribes, and let bounce suppression protect your sender reputation.
Where email lives: the Email & Calendar inbox, connecting a mailbox, and adding unknown senders to the CRM.
Lightweight tasks attached to contacts, leads, tickets, and campaigns - managed in Workspace, surfaced in the daily digest.
The AI-assisted import flow, custom field mapping, default tags, and how to roll an import's tags back.
Define your own fields on contacts, deals, and companies - they appear on forms, filters, CSV import mapping, and automation conditions.
Build if/then rules: pick a trigger, add conditions including custom fields, and act - create a task, send a templated email, post to Slack, or call a webhook.
Admin dashboards for leads, campaigns, inbox, and contacts, plus quote reports, last-touch campaign attribution, and nightly customer health scores.
Plan revenue from the Deals view: a close-date Forecast board, per-rep monthly quotas, and booked-versus-quota attainment tracking.