About CRM & Pipelines

Site Boom’s CRM brings your contacts, leads, conversations, appointments, and sales opportunities into one connected workspace. See where every prospect stands, record each interaction, and move opportunities forward without juggling separate tools.

What You Can Manage

• Contacts and customer information
• Leads and sales opportunities
• Conversations and follow-up activity
• Custom pipelines and deal stages
• Tasks, appointments, and reminders

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Everything Stays Connected

Your website forms, funnels, calendars, campaigns, and customer records work together, giving you a clearer view of every relationship.

• Capturing leads from websites and funnels
• Organizing contacts with tags and segments
• Tracking opportunities through sales stages
• Triggering follow-ups based on customer activity

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Why It Matters

When every lead and customer interaction is visible in one place, your team can respond faster, follow up consistently, and prevent valuable opportunities from being overlooked.

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Built-In Capabilities

• Centralized contact records
• Customizable sales pipelines
• Lead tagging and segmentation
• Tasks, notes, and appointment tracking
• Automated customer follow-up