Lead management
Track every inquiry from capture to conversion with owners, stages, and follow-ups.
- Pipeline stages and ownership
- Activity history on every lead
- Convert leads to customers in one step
algos crm.
Every module your revenue team needs
Algos covers the full CRM lifecycle—from first lead to closed customer—with clear permissions, reporting, and multi-tenant control.
Modules
Sales & relationships
Capture demand and keep customer context after the win.
Customer management
Maintain account records, timelines, and ownership after deals close.
- Central customer profiles
- Timeline of related activity
- Company-scoped customer data
Company management
Organize workspaces, branding, and tenant settings for each company.
- Per-company configuration
- Plan and limit awareness
- Clean admin controls
Modules
Execution & collaboration
Keep the team aligned on what to do next.
Task management
Assign follow-ups, track due dates, and close the loop on sales work.
- Statuses and assignees
- Due-date visibility
- List and detail views
Kanban boards
Drag-and-drop boards for leads and tasks so progress stays visual.
- Lead and task boards
- Quick stage updates
- Shared team visibility
Notifications
Stay informed when follow-ups are due and important events happen.
- In-app notification center
- Mark read / read all
- Actionable reminders
Global search
Find leads, customers, tasks, and users instantly across your workspace.
- Fast workspace search
- Suggestions as you type
- Permission-aware results
Modules
Insights & data
Understand performance and move data in or out with confidence.
Dashboard analytics
See pipeline health, workloads, and KPIs the moment you sign in.
- At-a-glance KPIs
- Pipeline snapshots
- Team-ready overview
Reports
Filter and export the metrics that matter for revenue operations.
- Filtered reporting views
- Export-ready outputs
- Ops-friendly insights
CSV import / export
Migrate and extract leads, customers, tasks, and users without friction.
- Sample CSV templates
- Bulk import flows
- List exports on demand
Activity logs
Audit important changes across the workspace for accountability.
- Searchable event history
- User and entity context
- Operational transparency
Modules
Platform & administration
Security, tenancy, and control built into the product.
Role & permission management
Grant precise access so every teammate sees only what they should.
- Custom roles per company
- Granular permissions
- Safe admin workflows
Multi-tenant architecture
Isolate each company’s data and settings on a shared platform.
- Company-scoped records
- Tenant-safe queries
- Scalable workspace model
Super Admin
Operate the platform across companies with dedicated admin tools.
- Company oversight
- Platform settings
- Impersonation controls
See Algos in your workflow
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