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Replaces Salesforce, HubSpot Sales Hub & Zoho CRM
Everyday CRM™
Track deal stages, generate interactive CPQ quotes, forecast monthly revenue, score incoming sales leads with AI, and automate multi-channel email & SMS follow-up workflows.
Included in Your Workspace:
Visual drag-and-drop Kanban deal pipelines with customizable stages and win probabilities
AI-powered lead scoring and predictive quarterly revenue forecasting
Automated email, SMS, and task follow-up sequences
Seamless 1-click invoice generation linked to Everyday Books™