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Core feature families
- CRM and contact management
- Opportunities and pipelines
- Workflow automation
- Email and SMS
- Online booking and calendars
- Forms and surveys
- Websites and funnels
- Reputation management
- Payments and invoicing
- Agency and SaaS capabilities on higher tiers
What matters most to a small business
For most small businesses, the highest-value features are the ones closest to lead capture, follow-up, appointment handling, pipeline visibility, and post-sale communication.
Feature count should not determine your CRM. The best platform is the one that supports the customer journey you actually run.