CRM

Track deals from first touch to close on pipelines that mirror how your team sells — the CRM module in AspirePro.

Work your deals on a drag-and-drop board or a sortable list — with rich filters, saved views, and bulk actions.

Everything about a deal in one place — a unified activity feed, editable stage/status/value, company and contacts, attachments, and a full audit trail.

Send email from a deal through your own connected mailbox, log replies automatically, and save reusable templates.

Automate your pipeline with rules — when something happens on a deal, check conditions, then take action. Test them safely and review every run.

Automatically record calendar meetings onto the deals they relate to, so your pipeline stays current without manual logging.

How AspirePro keeps private calendar events private — from what stays out of sync entirely to who can see a meeting once it's logged on a deal.

Shape your sales process — build pipelines with their stages, sources, and tags, and configure lost reasons and deal statuses.