Powerful Features for Modern Sales Teams

Everything you need to manage contacts, close deals, and grow revenue. Powered by AI and built for scale.

Contact Management

Centralize every customer relationship with lifecycle tracking, custom fields, enrichment data, and relationship mapping. Never lose context on a contact again.

  • Lifecycle stages: lead, prospect, customer, churned
  • Custom fields and tags for segmentation
  • Contact enrichment from public data
  • Relationship mapping between contacts and accounts
  • Activity timeline per contact
  • Import from CSV, Excel, or other CRMs

Deal Pipeline

Visualize and manage your entire sales process with customizable stages, drag-and-drop kanban boards, and revenue forecasting.

  • Multiple pipelines for different products or teams
  • Customizable stages with probability weights
  • Drag-and-drop kanban board view
  • Revenue forecasting with weighted values
  • Deal velocity tracking and analysis
  • Win/loss analysis with reason tracking

Task Management

Keep your team organized with task assignments, due dates, recurring tasks, and automated reminders that ensure nothing falls through the cracks.

  • Create and assign tasks to team members
  • Due dates with automatic reminders
  • Recurring task scheduling
  • Link tasks to contacts, deals, and accounts
  • Priority levels and status tracking
  • Team activity visibility

Calendar & Scheduling

Plan work from a team calendar with due dates, tasks, and visibility into what is happening across deals.

  • Calendar views for tasks and key dates
  • Activity timeline integrated with deals and contacts
  • Team visibility into upcoming work
  • Due dates and reminders on tasks

Activities & documents

Capture every touchpoint and keep files next to the records they belong to.

  • Log calls, meetings, and notes on contacts and deals
  • Upload and link documents to CRM records
  • Searchable history for handoffs between teammates

Reports & Analytics

Make data-driven decisions with customizable dashboards, pipeline reports, revenue forecasting, and team performance metrics.

  • Pre-built dashboard templates
  • Custom report builder with filters
  • Pipeline health and conversion reports
  • Revenue forecasting and trending
  • Team performance leaderboards
  • Scheduled report exports (CSV, Excel)

AI Lead Scoring

Our machine learning model analyzes historical data to predict which leads are most likely to convert, so your team focuses on the right opportunities.

  • XGBoost ML model trained on your data
  • Automatic scoring on new leads
  • Score breakdown with contributing factors
  • Customizable scoring criteria
  • Integration with pipeline prioritization
  • Continuous model improvement

Pipeline Management

Manage multiple sales pipelines with custom stages, win rate tracking, deal velocity metrics, and conversion analytics.

  • Unlimited pipelines (Enterprise)
  • Custom stages per pipeline
  • Stage-by-stage conversion tracking
  • Deal velocity and cycle time analysis
  • Pipeline coverage ratio monitoring
  • Team quota tracking

Workflow Automation

Automate repetitive tasks with trigger-based workflows that save your team hours every week. Enterprise plan feature.

  • If/then automation rules
  • Lead assignment and lifecycle triggers
  • Deal stage change triggers
  • Task creation and field-update actions
  • Custom webhook actions (where enabled)

Security & Compliance

Enterprise-grade security with SSO/SAML, role-based access control, audit logs, and data encryption at rest and in transit.

  • SSO/SAML authentication (Enterprise)
  • Role-based access control (RBAC)
  • Complete audit trail logging
  • Data encryption at rest and in transit
  • GDPR and CCPA compliant
  • Row-level data isolation

API & Integrations

Connect ILLM CRM with your existing tools through our REST API and pre-built integrations.

  • Full REST API with documentation
  • Webhook event notifications
  • Pre-built integrations ecosystem
  • Custom integration support (Enterprise)
  • API rate limiting per plan
  • OAuth 2.0 authentication

Mobile Access

Access your CRM on the go with our responsive web interface, optimized for mobile and tablet devices.

  • Fully responsive web interface
  • Mobile-optimized views
  • Quick actions for common tasks
  • Offline access for contact data
  • Push notifications for deals
  • Voice-to-text notes

Ready to See These Features in Action?

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