Features
Everything your sales relationships need, in one CRM
Contacts and companies, the lists you work from, the pipeline you move them through, the conversations you have, and the campaigns you send.
Master data
One record per person, one per company
People and companies live once, in master data. Every list, segment and campaign points at those records — it never copies them — so an edit made anywhere is true everywhere.
People and companies
Two linked record types out of the box, each with its own fields, views and pipeline.
Custom fields
Add the columns your business actually tracks — text, numbers, dates, choices — to people or companies.
Lists and segments
Group contacts into lists, then split a list into segments, nested as deep as you need. Membership is a reference, never a duplicate.
Projects
Run several separate CRMs inside one account — each project has its own master data, lists and campaigns — and switch between them from the top of the sidebar.
Views
See your pipeline the way you think about it
The same records, shown as a dense table, a drag-and-drop board or a map. Pick the view that answers today’s question.
Table view
A compact, configurable table built for scanning hundreds of rows — choose and order the columns you want.
Advanced filters
Filter on any column, shown or not. Combine conditions with AND and OR, nest groups, and share the exact view as a link — the filter lives in the URL.
Kanban pipeline
Every record type gets its own stages. Drag a card from Contacted to Prospect to Won and the record moves with it.
Map view
Plot contacts and companies on a map from their city, state or country, clustered when you zoom out. Click a pin to open the record.
Activity
Every conversation, on the record
Open any person or company and their whole history is beside their details — emails, calls, meetings and messages, grouped by day.
Activity timeline
Log emails, WhatsApp and LinkedIn messages, calls and meetings against a record. Campaign sends land there by themselves.
Recent conversations
One timeline across every record type, with the people you have not spoken to in a while called out so nobody goes cold.
Tasks and follow-ups
Create follow-up tasks with a type, a priority and a due date — linked to a record or standing on their own.
Files on the record
Attach proposals, contracts and spreadsheets to the person or company they belong to.
Import & export
Bring your contacts in without the clean-up afterwards
Import from CSV or Excel in a guided, step-by-step flow that maps your columns and catches duplicates before they reach your data.
CSV and Excel import
Upload a .csv or .xlsx file, review how each column maps, adjust it, then import into master data.
Apollo auto-mapping
Exports from Apollo.io are recognised and mapped to the right fields for you.
Duplicate companies resolved
A review step catches companies that already exist so an import links to them instead of creating a second copy.
Large files and honest errors
Large files go through in one step, and if an import is refused you see the reason rather than a blank screen.
Email campaigns
Email the list you just built
Campaigns live inside the CRM: they belong to a list, send through your own relay, and log every email on the person’s timeline.
Your own senders
Send through an SMTP relay you already own. Each sender has its from-name, Reply-To, signature and optional hourly and daily caps.
A campaign belongs to a list
Select contacts anywhere — master data, a list, a segment — press Send Emails, and the campaign is created under that list. While it is a draft, its audience follows the list.
Design the email
Write in the visual editor or in HTML. Personalise with merge fields and fallbacks, set the inbox preview text, attach files and add inline images.
Preview and test
Preview the email as a real recipient will see it, and send yourself a test through the real relay before anything goes out.
Paced sending
Send now, at a set time, spread over a duration (optionally only between set hours each day), or in daily batches — always within the sender’s limits.
Unsubscribe that works
Every recipient gets a one-click unsubscribe link and the headers inboxes use for native opt-out. An opted-out or hard-bounced address is never mailed again.
Put every contact and conversation in one place.
Create your Zocton account, open Entayo CRM, and import your first list in minutes.