Unlimited contacts
Store every lead, prospect, and customer with no cap on volume. Add custom fields to match your business.
CRM
Know the contact. Move the deal forward.
Keep contact details, conversations and deal stages together, so your team knows where each opportunity stands.
Features
Everything in one record
Full context on every contact, deal, and conversation, in one place.
Custom pipeline stages
Define the exact stages that reflect how your team sells. Drag-and-drop deals through your process.
Deal tracking
Know the value, status, and next action for every deal in your pipeline at a glance.
Activity history
Every call, text, note, and task is logged automatically. Full context on every contact record.
Notes and tasks
Keep your team aligned with shared notes and assignable tasks tied directly to contacts and deals.
Connected communication
Dial or text directly from a contact record. All activity flows back into the CRM automatically.
Works with the rest of TopReach
Built into the rest of TopReach
Data flows automatically between the CRM and every other TopReach tool.
Dialer
Call any contact with one click. Call history and outcomes stay on the contact.
Messaging
Send and receive SMS from inside the contact record. Full thread history stays in the CRM.
Analytics
Every pipeline stage feeds your performance dashboards. See where deals stall.
A CRM that works as hard as your team.
Import your contacts from a spreadsheet and start calling.