Features — DatabaseBuilder

Customizable data grid

Data, the Way You Want to See It and Use It

The Company-DB grid: 17,405 records with tabs such as 1-Training Leads, 2-Orphan Acc, Cannabis and Chicago, filter boxes on every column, and columns for last called, last purchased, last called by, total spent, total orders and rating.

Tabs: 1-Training Leads, 1-Verified Calls, 2-Orphan Acc — Customizable Folders and TabsSplit your lists by campaign, industry or city, each in a tab of its own.

View, Filter, and SearchSwitch views, filter by category and find any contact.

Columns for last called by, total spent, total orders and rating — Import Proprietary DataUpload your own data and fields — here, who called, total spent, orders and rating.

Tabs for Every ListSplit your data by campaign, industry or city — training leads, orphan accounts, Chicago, retail.
Filters and SearchSwitch views, filter by category and find any contact from the search box.
Your Own DataUpload your lists and keep your own fields — last called, who called, total spent, orders and a rating.

User’s Action Screen

Click-to-Dial, Record, Research, Edit Data from One Screen

Click-to-dial with call recording on the left, the full business record in the middle, and talking points with one-click research on the right — so the next call starts prepared.

Click to Dial, with RecordingCall, end, record and play back from the dialer, with reminders and lead status beside it.
The Whole RecordCompany, contact, general and optional information, and dated notes in one place.
One-Click ResearchLocal time and weather, plus Google, Yahoo Finance, Chamber of Commerce, Maps and Facebook.

The lead screen: a dialer with click-to-dial and call recording on the left, the business lead record in the middle, and talking points with local time, weather and one-click research on the right.

One-click research buttons: search name, search phone number, demographics, Yahoo Finance news, local news, Chamber of Commerce, Google Maps and Facebook. — One-Click ResearchGoogle, Yahoo Finance, local news, the Chamber of Commerce, Maps and Facebook for the lead you're on.

Integrated video conferencing

Zoom Invites, Straight from the Lead

Schedule the meeting directly from the lead you're already working. Tick Include Zoom and the join link, meeting ID and dial-in numbers go into the invite for you.

Invite from the LeadTitle, date, time, location and a note, sent from the dashboard.
Zoom Details AddedThe meeting link and dial-in numbers are written into the invite.
Clients Just JoinThey open the link in their invite and the call starts.

Scheduling a meeting from the lead screen: the Meeting form with Include Zoom ticked, and the join link, meeting ID and dial-in numbers filled in.

The Zoom call the invite opens: a client waving hello, with the team in the gallery strip above.

Team & lead management

Manage Your Entire Team and Accounts with Ease

Invite new users, set security options, manage their accounts, and company credits all from one admin screen.

Manage Users: Invite People, Email Users and Refresh buttons, tabs for Manage Users and Call Monitoring, a user list with roles, last visit, tabs, leads and status, one rep opened to show their tabs and record counts, and that rep's leads on the right with several ticked to be reassigned.

A rep's tabs with their record counts: Dereks Leads-Not Verified 446, Verified Lead 6, Scheduled CB 10, Sold 5, HOT Prospects 32, Derek's Review 212 and Manager Review 2. — View Users DatabaseOpen a rep to see every tab they work from and how many records are in each.

The rep's leads with tick boxes, six accounts ticked and ready to move to another rep or tab. — Select & Reassign AccountsTick the accounts you want and move them to another rep or tab.

Invite and Email UsersAdd people to the account and message the whole team from the same screen.
Credits and MinutesCompany credits and dialer minutes are always on show.
Call MonitoringListen in on your reps from the Call Monitoring tab.
Leads PoolSee each rep's tabs and record counts, and move leads between them.

Team Training

Caller Monitoring, Coaching, Assistance, and Live Transfers

Train your Sales and Administrative team in real-time for better performance.

A manager's view of a rep's live call: Sales Rep Adam Berman and the client's number across the top, with the Coaching switch and a Merge Call button, over the lead screen the rep is working.

The monitoring bar: the sales rep, Adam Berman, and the client's number. — Call MonitoringWhich rep is on the line, and with which client.

Coaching and Merge CallWhisper-coach the rep, or merge into the call.

The rep's dialer 22 seconds into a call, with End and the Assistance button lit. — AssistanceReps ask for help mid-call, right from the dialer.

Call MonitoringSee a rep's live call, with the client's number, from your own screen.
Whisper CoachingSwitch on Coaching to guide the rep while the call is still going.
Merge CallJoin the conversation when the call needs you on the line.
AssistanceReps call for help mid-call with one button on the dialer.

Performance Tracking

Review Team Productivity & Review Calls

Monitor your team’s productivity real-time, daily, and weekly. Track calls, email, sales, review their calls, even emulate user’s accounts.

Team production grid for week 32 of 2025: calls, email count, amount and orders for each rep, with year, week and date range filters.

1,044calls from the week's top rep

Call Logs, filtered to one rep for week 39 of 2026: every call with its date, status, number, company, price and duration, one of them opened to play its recording.

A logged call opened to play its recording: 0:04 of 3:02. — Call ReviewOpen any logged call and play the recording.

Any PeriodJump to today, choose a year and week, or set your own date range.
Activity per RepCalls and emails side by side for everyone on the team.
Results, Not Just EffortAmounts and orders next to the activity, with the period's total at the foot.
Call ReviewEvery call logged with its status, company, price and duration, filtered by rep.

Data ownership

Your Data Is Never Held Hostage

One of the biggest problems with the other CRMs on the market — beyond the price tag and the complexity — is how little control you have over data that took your team time and money to build. Cancel your service and it can be effectively held hostage, or simply unreachable without an active subscription. We do the opposite and hand you the keys.

Download and back up your own data with a built-in tool
Take it whenever you want it, as often as you want it
Client notes and sales history come with it, not just contacts
Administrators keep full control of users and access levels

One Price

All These Advanced Features Included at No Extra Charge

Simple to use, easy to understand.

Communication

Every way you reach a prospect, in one place.

Click to dial calling
Automatic call recording
Email and two-way SMS
Auto voicemail library
Local Presence calling
Integrated video conferencing email invitations

Sales Management

The day-to-day work of running a pipeline.

Simple lead management
Customizable data fields
Talking Points functionality
Customizable KPI dashboard

Team & Training

Coach a rep mid-call, not after the fact.

Real-time call monitoring
Whisper coaching
Real-time agent call transfer
Customer profile popup when transferred

Data & Integration

Your pipeline stays yours, and connects to what you run.

Import and export all your data
Custom integration with API access
Shareable data for your team
Safe and secure platform

Support & Terms

A person on the phone, and no contract to sign.

Live customer support when you need it
No long-term contract or commitment
Pay as you go with 30-day cancellation
Scales with your business

See pricing Compare with other CRMs

A Productive CRM Shouldn’t Cost A Fortune.

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