CRM Pro
- Website lead capture — a form on your own site drops new leads, phone numbers and uploaded plans straight into your CRM.
- IZZY Sales Coach — ranks each rep's day, hottest new leads first, overdue follow-ups next, and drafts the follow-up message.
- Sales Calendar — every appointment and follow-up in one view.
- Pipeline Health — win/loss analytics across the whole team.
Not included in the base trial. Requested and activated separately. Does not include Marketing Hub.