Skip to main content

What is the CRM?

The CRM is SalesTarget.ai's built-in workspace for managing leads, deals, and follow-ups. Leads generated from your cold email and LinkedIn campaigns land in the CRM automatically, with their engagement history already attached — so your team can work replies, book meetings, and close deals without switching tools.

What you can do in the CRM

  • Lead Management — capture, filter, and enrich every lead in one place

  • Deal Pipeline — track opportunities through customizable stages

  • Tasks & Follow-Ups — manage day-to-day sales activities

  • Calling — call prospects directly from the CRM with the built-in dialer

  • Activity Tracking — see every email, call, meeting, note, and stage change on the lead's timeline

  • Reports & Analytics — measure pipeline value, revenue, and activity in real time

The CRM tabs

Dashboard, Inbox, Lists, Leads, Deals, Products, Orders, Meetings, Tasks, Follow Ups, Notes, Calendar, Tickets, and Reports.

Who it's for

The CRM is built for outbound sales teams who need their pipeline to move on its own. Because leads arrive from your campaigns with opens, clicks, and replies already logged, reps spend their time on conversations — not admin.

How it fits into SalesTarget.ai

Find prospects in Lead Explorer, reach them with Campaigns or LinkedIn Outreach, and manage every reply, call, meeting, and deal in the CRM.

Did this answer your question?