Features

Smarter contact management, stronger relationships

Organize and access all your contacts — people and organization — in one central place.

Build complete customer profiles with contextual details and interaction history.

Segment contacts with tags, and categories for faster filtering.

Easily link contacts to deals, tasks, and notes for full relationship visibility.

Track every opportunity from lead to close with an intuitive, drag-and-drop pipeline.

Customize stages to match your unique sales process.

Get real-time visibility into deal progress, values, and next steps.

Prioritize deals with filters, forecast values, and stage-based information.

Assign tasks to yourself or teammates with clear due dates and priority levels.

Link tasks to deals, contacts, or notes for complete context.

Set reminders and track progress to never miss an important follow-up.

View tasks in a timeline or list — sort by user, status, or due date.

Document important conversations, insights, or decisions with rich text notes.

Add notes directly to contacts, deals, or tasks to preserve context.

Collaborate by tagging teammates and tracking note history.

Keep client details centralized, searchable, and actionable.

Sync your inbox to send and receive emails directly inside Gain.io.

Automatically log emails under the right contact or deal.

Track email opens, replies, and engagement in real-time.

Eliminate tab switching with a fully connected communication flow.

View all tasks, events, and follow-ups in a shared calendar view.

Filter by user, deal, or activity type for focused planning.

Schedule meetings and set reminders directly from your CRM.

Integrate with external calendars for full visibility across tools.

Simplify lead management, automate follow-ups, and track every deal with clarity. Start free today and experience CRM that drives results.