Customer Relationship Management
Pipeline & Deal Management
Context-Sensitive Notifications and Alerts
AI reminds users to follow up based on recent interactions.
Multi-Pipeline Management
Handle multiple sales pipelines for different teams or products.
Automated Deal Progression
Moves deals through stages based on specific actions.
Time-in-Stage Analysis
Suggests when and how to follow up with leads based on engagement.
AI-Suggested Next Actions
Predicts the best next step to close a deal.
Collaboration Tools
Assign deals, add internal notes, and tag team members.
360-Degree Customer View
Full history of interactions, emails, calls, and deals.
Dynamic Segmentation
Categorize contacts based on criteria like engagement, industry, or deal stage.
Contact Lists
Create lists based on a wide range of criteria.
Automated Duplicate Detection
Identifies and merges duplicate contacts and leads.
Smart Merge Suggestions
Recommends which fields to keep when merging duplicates.
Voice-to-Text Notes
Convert spoken notes into structured text.
Smart Search & Tags
Quickly find past notes with keyword search.
AI-Generated Task Prioritization
Recommends the most urgent tasks.
Smart Task Assignments
Automatically routes tasks to the right team members.
Read Receipts & Click Tracking
Know when emails are opened.
Reply Analysis
AI categorizes responses for easy follow-up
Automated Follow-Up Sequences
Send scheduled reminders if no response is received.
SMS & Email Templates with Variables
Personalize outreach messages dynamically.
AI-Suggested Subject Lines and body text
Optimized email to improve open rates.
Calendar Sync & Scheduling
Two-Way Sync with Google & Outlook
Keeps all meetings up-to-date.
Custom Fields & Document Storage
Customizable CRM Fields
Tailor fields to specific sales processes.
Access Restrictions
Manage permissions.
Drag-and-Drop Workflow Builder
Automate tasks with an easy-to-use interface.
Triggered Email & SMS Sequences
Auto-send messages based on events.
Lead Routing Based on Criteria
Assign leads dynamically based on territory, industry, or AI-scoring.
CRM Event Triggers
Automate actions when a deal moves stages, a contact opens an email, etc.
API Access & Integrations
Open REST API for Custom Integrations
Connect with other apps and services.
Prebuilt Zapier Integrations
No-code automation between Cone and 3rd-party tools.
Phone Tracking & Call Recording
Click-to-Dial from CRM
Instantly call contacts from Cone.
AI-Generated Call Summaries
Transcribes and summarizes key points.
Advanced Reporting & Analytics
Sales Reports
Generate insights on performance.
Custom Dashboards
Drag-and-drop widgets for personalized analytics.
Real-Time KPI Tracking
Monitor conversion rates, deal progress, and quotas.
Churn & Retention Predictions
AI predicts customer churn risk.
Custom Role Permissions
Set granular access controls.
Sales Territory Assignment
Automatically assign accounts based on location.
Performance-Based Leaderboards
Track top-performing reps.
Marketing Automation Suite
Multi-Channel Campaign Automation
Email and SMS outreach sequences.
Email Template Builder
Create and customize professional email templates to streamline your communication and save time.
Marketing Asset Storage
Easily store, organize, and access all your marketing content in one central, searchable location.
Webforms
Capture leads effortlessly with customizable webforms that feed directly into your CRM.
Smart Lead Capture Forms
Dynamic forms that adjust based on user input.
Instant CRM Data Sync
Automatically creates leads from form submissions
AI-Powered Support Chat
24/7 automated assistance with live escalation.
Self-Service Knowledge Base
AI-generated guides and tutorials.
Dedicated Success Manager
Assigned expert for onboarding & optimization.