One complete record
Bring together details, conversations, activities, bookings, service interactions and opportunities.
Connect customer records, opportunities, activities, appointments, conversations and service interactions in one configurable CRM built for complex teams and customer journeys.
Enterprise CRM communicates configurability, multiple teams, advanced workflows and strong integrations—not a requirement to be a multinational company.
Bring together details, conversations, activities, bookings, service interactions and opportunities.
Support different stages, fields, assignments and operational workflows for each customer journey.
Track ownership, follow-ups, response history and outcomes across sales and customer service.
Use contact and company records, configurable pipelines, custom fields, team assignment and role-based permissions to create structure as your business grows.
Shared Inbox conversations, AI actions, campaign responses and workflow outcomes can all contribute to the customer record and reporting.
It is designed for operational depth: configurable processes, multiple teams, complex journeys and integrations—while remaining suitable for growing businesses.
OutPerform CRM supports configured pipelines, team assignment and role-based access according to your process.
Customer conversations from the Shared Inbox can be connected to customer context and activities.
Discuss your integration requirements with the OutPerform team to confirm the appropriate approved connection.