Customer Relationship Management
Pipeline & Deal Management
Deal Activity Timeline
View a full history of emails, calls, tasks, and notes for each opportunity.
Collaboration Tools
Assign deals, add internal notes, and tag team members.
Assigned Sales Reps
Assign primary reps and supporting team members to each deal.
Context-Sensitive Notifications and Alerts
Reminds users to follow up based on recent interactions.
Pipeline Filters & Segments
Quickly find deals by owner, stage, tag, value, or custom attributes.
Lost Reason Tracking
Log and analyze reasons for lost deals to improve your sales process.
Time-in-Stage or Inactive Monitoring
Suggests when and how to follow up with leads based on engagement.
Multi-Pipeline Management
Handle multiple sales pipelines for different teams or products.
Automated Deal Progression
Moves deals through stages based on specific actions.
Account and Contact Management
360-Degree Customer View
Full history of interactions, emails, calls, and deals.
Contact Lists
Create lists based on a wide range of criteria.
Dynamic Segmentation
Categorize contacts based on criteria like engagement, industry, or deal stage.
Automated Duplicate Detection
Identifies and merges duplicate contacts and leads.
Smart Merge Suggestions
Recommends which fields to keep when merging duplicates.
Notes on Opportunities, Contacts, Accounts and Tasks
Add context-rich notes to any entity — opportunities, contacts, accounts, or tasks — to ensure better tracking, collaboration, and follow-up.
Smart Search & Tags
Quickly find past notes with keyword search.
Appointment Scheduling
Easily schedule, manage, and track client appointments directly from your CRM.
Task Prioritization
Recommends the most urgent tasks.
Smart Task Assignments
Automatically routes tasks to the right team members.
Email & SMS Communication
Multichannel Messaging
Reach your leads and customers instantly through built-in email and SMS messaging.
Read Receipts
Know when emails are opened.
Automated Follow-Up Sequences
Send scheduled reminders if no response is received.
SMS & Email Templates with Variables
Personalize outreach messages dynamically.
Custom Fields & Document Storage
Document Storage
Keep your documents safe, organized, and always at your fingertips.
Customizable CRM Fields
Tailor fields to specific sales processes.
Access Restrictions
Manage permissions.
Sales Reports
Built-in insights on performance.
Manager Dashboard
Your team's opportunities and performance at a glance.
Performance-Based Leaderboards
Track top-performing reps individually or the team as a whole.
Custom Reporting
Build your own reporting and analytics.
Bilingual (FR/EN) Interface & Support
Academy and Webinars
Access to Cone Academy and Live Webinars
Full Support Chat
24/7 automated assistance with live escalation.
Self-Service Knowledge Base
Train the AI Chat with your company knowledge.
Dedicated Success Manager
Assigned expert for onboarding & optimization.
Calendar Sync & Scheduling
Two-Way Sync with Google & Outlook
Keeps all meetings up-to-date.
Drag-and-Drop Workflow Builder
Automate tasks with an easy-to-use interface.
Triggered Email & SMS Sequences
Auto-send messages based on events.
CRM Event Triggers
Automate actions when a deal moves stages, a contact opens an email, etc.
Smart Opportunity Assignment
Assign leads dynamically based on territory, industry, or other business rules.
API and Third-Party Integration
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
Call history
Review past notes, monitor responsiveness, and ensure no opportunity falls through the cracks.
Click-to-Dial from CRM
Instantly call contacts from Cone.
AI-Generated Call Summaries
Transcribes and summarizes key points.
Multi-Department and Role Setup
Custom Role Permissions
Set granular access controls.
Sales Territory Assignment
Automatically assign accounts based on location.
Marketing Automation Suite
Webforms and Lead Capture
Capture leads effortlessly with customizable webforms that feed directly into your CRM.
Instant CRM Data Sync
Automatically creates leads from form submissions.
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.
AI-Powered Sales Assistant
Accessible via Mobile and Desktop
AI-Powered Lead Scoring
Automatically ranks leads based on engagement, past behavior, and likelihood to convert.
AI-Powered Email & SMS Drafting
Generates contextual responses for outbound and inbound messaging.
Compensation Management
Easily track, manage, and automate sales commissions to keep your team motivated and aligned.
Sales Objective Setting & Follow-up
Set clear sales goals and let the assistant monitor progress, send reminders, and support ongoing performance.
AI-Driven Prioritization
Recommends the most critical deals, leads, and tasks for the day.
AI-Based Follow-Up Reminders
Suggests when and how to follow up with leads based on engagement.
AI Auto-Summarization
Generates concise summaries of calls, emails, and meetings.
CRM Assistance
To easily retrieve, modify or add information to the CRM. Just Ask!
Voice-to-Text CRM Logging
Instantly log deals, notes, and updates via voice.
Intelligent Reminders
AI reminds users to follow up based on recent interactions.
Gamification
Boosting performance and engagement through the use of progress widgets and posts.
Microlearning
Learn on new products or services or receive industry news in short format for optimal learning experience.
Plan Details & Flex Options
AI Assistant (# of queries)
Extensions Usage Allowance
500 SMS/month
10000 Emails/month