Everything your revenue team needs, without the extra apps

Sales

Run the pipeline, price it right and see the quarter coming.

Included on every plan. Playbooks on Pro and Enterprise.

Leads, accounts, contacts, deals

Convert a lead in one click: the account, contact and deal are created together, or nothing is.

Visual pipeline

Drag deals between stages. Every column shows its count, total and probability-weighted amount, per currency.

Deal health

Automatic flags for deals that are overdue, idle, stuck in a stage, or missing a next step or a contact.

Quotes and approvals

Build quotes from your product catalog and price books, with line and quote discounts. Big discounts go to a manager for approval.

E-signature

Customers sign online, typed or drawn, with a complete audit trail of every signature.

Quote to order to invoice

A signed quote becomes a sales order and then an invoice, including partial invoicing.

Forecasting and quotas

Forecast categories, monthly quotas per person, attainment and gap by rep and team, and a weekly forecast-call view.

Stage playbooks

A checklist per stage, with tasks created automatically when a deal enters it.

Buyer rooms

A private page per deal to share documents and next steps with the buyer.

Multi-currency

Exchange rates and a base currency, so totals and reports add up across countries.

Marketing & lead generation

Capture demand, follow up fast and know which channels pay off.

Forms, pages and booking on every plan. Email campaigns on Pro and Enterprise.

Web forms

Hosted or embedded. Spam protection, UTM tracking, an optional consent checkbox, and no duplicate leads.

Landing pages

Build pages from hero, text, image, feature and form blocks, with view and conversion counts.

Booking pages

Weekly hours, time zones and buffers. They check for conflicts, rotate between hosts and send a calendar invite.

Email campaigns

Scheduling, test sends, audience preview, open and click tracking, consent and one-click unsubscribe.

Nurture sequences

Timed follow-up emails. New leads can be enrolled automatically, and the sequence stops when they reply, convert or unsubscribe.

Scoring and routing

Fit and engagement points grade leads hot or warm. Round-robin or least-busy routing, with caps per rep.

Lead generation kit

One click sets up a demo form, landing page, booking page, routing, scoring and a follow-up sequence.

Leads from anywhere

Accept leads from Zapier, Make, and LinkedIn or Facebook lead forms.

Customer service

A help desk that knows what the customer bought and what they owe.

Pro and Enterprise.

Cases

Numbered cases with status, priority, internal notes and customer replies, on the customer's record.

Queues and routing

Least-busy, round-robin or manual routing, agent presence and capacity, and a "next case" button.

Service levels

First-response and resolution targets per priority, business hours, and a pause while you wait on the customer. Supervisors are alerted before a breach.

Email-to-case

Emails become cases, replies stay in the same thread, and customers get an acknowledgement.

Knowledge base

Draft and publish articles, get suggestions while working a case, and collect "was this helpful" votes.

Customer portal

Customers search articles without signing in. Invited contacts open, follow and answer their own cases.

Communication

Every email, call and message lands on the right record.

Email, calendar and chat on every plan. WhatsApp, Instagram, Slack and Teams on Pro and Enterprise.

Email and calendar sync

Gmail, Google Calendar and Microsoft 365. Emails and meetings with known contacts are logged automatically.

Email from the record

Send through your own mailbox with rich text and templates. Replies come back to the record.

Calling

Click to call with after-call notes, or a built-in browser phone. Incoming calls ring the record owner and open the caller's record.

WhatsApp and Instagram

Message customers from their record, including approved WhatsApp templates.

Unified inbox

Email replies, WhatsApp and Instagram in one place for the whole team.

Team chat

Channels, direct messages, @mentions and file sharing, with records linked right in the conversation.

Slack and Microsoft Teams

Alerts when a deal is won, a lead is assigned or a case is escalated.

Analytics & reports

From a glance at the dashboard to the question nobody has asked yet.

Reports and dashboards on every plan. Advanced analytics on Pro and Enterprise.

Sales overview

Revenue won, win rate, average deal, sales cycle and lead conversion, compared with the same point last period.

Business health

Revenue by channel, speed to lead, pipeline coverage, cash received and money still owed.

Report builder

Grouped, matrix and cross-object reports with charts and drill-down to the records behind every number.

Custom dashboards

Personal or shared, with resizable bar, pie, line, table and number widgets.

Scheduled reports

Daily, weekly or monthly emails with a CSV attached.

Pipeline analytics

Pipeline trends, funnel, stage velocity and win rates over time.

Automation & AI

Let the routine work happen on its own, with a person in charge of every decision.

Workflow rules on every plan. AI assistant on Pro and Enterprise.

No-code workflow rules

When a record is created, changed or deleted and conditions match: create a task, update a field, notify someone, call a webhook or request approval.

Approvals inbox

Every approval in one list. Each rule's history is logged, and built-in loop protection stops runaway rules.

AI assistant

Record summaries, email drafts, deal close likelihood and daily suggestions of what to do next.

You stay in control

The assistant only proposes. A person approves every change, and patient data is never sent to it.

Your choice of AI

Connect your organization's own Claude, ChatGPT or Gemini account. It's off until an admin turns it on.

Today view and quick log

A daily list of what needs attention, and one box to log a call, set a follow-up and move the stage.

Invoices & payments

Bill from the deal and get paid without leaving the CRM.

Invoices on every plan. Online payments on Pro and Enterprise.

Invoices

Gap-free numbering, PDFs, email delivery, partial payments, voids and overdue tracking.

Pay by card

Payment links that go straight to your own Stripe account.

Automatic reminders

Reminders on your schedule, for example 3 days before and 1, 7 and 14 days after the due date.

Refunds and payouts

Refund from the record. Pay out by Stripe transfer or record bank, check and cash payments, with two-person approval above a limit.

Products and price books

One catalog with a price book per currency, reused by quotes, orders and invoices.

Printable documents

PDF templates for quotes, orders, invoices and your own documents.

Customization

Shape the CRM around your business, not the other way round.

Every plan: 10 custom objects on Free, 50 on Pro, unlimited on Enterprise.

Custom fields and objects

Text, number, date, picklist, multi-select, lookup, formula and more.

Page layouts

Arrange record pages by dragging, and choose the columns on every list.

Formulas and roll-ups

Computed fields, totals from related records, auto-numbering and validation rules.

Industry templates

Real estate, insurance, health care, tech, professional services, manufacturing and agriculture, installed in one click.

Your words

Rename any object, so "Deals" can be "Opportunities", "Projects" or "Policies".

Your look

Themes, accent colors and backgrounds, and saved views for every list.

Data & migration

Move in quickly, keep it clean, and take it with you any time.

Every plan.

Move from another CRM

Connect HubSpot, Salesforce, Pipedrive, Zoho CRM, Dynamics 365 or Odoo, or upload an export from them or from SugarCRM.

One-click undo

Fields are mapped, custom fields created and relationships rebuilt. If it's not right, undo the whole import.

Spreadsheet import

Map columns and get a line-by-line error report, then export clean data whenever you need it.

Duplicates and merge

Find likely duplicates and merge them, keeping the history.

Recycle bin

Deleted records and everything under them can be restored for 30 days.

Full export

Download your whole organization as a ZIP whenever you want.

Mobile & offline

For reps who spend the day on the road.

Every plan.

Install it on your phone

Add MarginCRM to your home screen. No app store needed.

Built for thumbs

A phone layout with quick actions to call, text, email or get directions, and voice notes.

Works offline

Recent records stay readable, and calls and notes logged offline sync when you're back online.

Push notifications

Alerts on your phone that never include record contents.

Integrations & API

Connect MarginCRM to the rest of your stack.

API and webhooks on Pro and Enterprise.

REST API

Personal API keys with an optional read-only mode and an expiry date.

Webhooks

Signed and retried until delivered, so your other systems never miss a change.

Zapier and Make

Send new and changed records to your other apps, and create records from them.

Built-in connections

Stripe, Twilio, Google, Microsoft, WhatsApp, Instagram, Slack and Teams.