CRM Features: The Complete Guide to What

CRM Features: The Complete Guide to What

A complete walkthrough of every feature inside SalesTarget.ai CRM — Inbox, Leads, Deals, Meetings, Tasks, Dialer, Activity Feed, Reports, and Integrations.

Introduction

SalesTarget.ai CRM is built for outbound sales teams who need more than a database. Every feature is connected — so your leads, conversations, calls, deals, and tasks all live in one place and update automatically.

Here's a complete walkthrough of every feature inside the CRM and what each one does.

Inbox (Unified Inbox)

Your centralized view for all incoming communications — across every channel. The Inbox brings together emails, calls (via the Dialer), and tasks so your team never misses a reply.

What's inside the Inbox:

Every reply is automatically logged to the correct lead's activity timeline — no manual entry needed.

Leads Management

A unified view of every lead across all your campaigns and lists. Leads from campaigns land automatically — already tagged by source, status, and engagement.

Lead badges update automatically: Lead → Contacted → Interested → Meeting Booked → Meeting Completed → Won → Lost → Not Interested. Filter by campaign source, engagement level, badge status, or assigned rep.

Every lead has one activity timeline — emails, calls, meetings, tasks, notes, and deals all linked in one place. Recommended leads surface the contacts your team should act on next based on engagement signals.

Opportunities (Deal Pipeline)

A consolidated view of all your interested prospects from campaigns and lists. Track every deal through fully customizable pipeline stages with drag-and-drop progress tracking.

You can switch between campaign and list sources in the Opportunities view to see deals from different outreach channels.

Meetings

Your centralized view for all upcoming and completed meetings. Create Zoom or Google Meet meetings directly from the CRM, add meetings manually, and track outcomes: Scheduled → Rescheduled → Completed → Cancelled.

Every meeting syncs automatically to Lead Activity, the Meetings page, the Global Activity Feed, and the Deal Timeline (if linked to a deal).

Tasks

Stay organized with follow-ups, reminders, and to-dos. Create tasks on any lead or deal — title, priority, due date, assigned rep. Priority levels: Critical, High, Medium, Low.

Overdue tasks are highlighted and alerts are sent via Slack, email, and in-app. Managers can view all open tasks across the team in one view.

Dialer

Make calls directly from any lead profile — without switching tools. Enter the phone number and call directly from your browser. After every call, the CRM automatically saves:

Activity Feed

See everything happening across your CRM workspace in real time. The Activity Feed shows emails sent/opened/clicked/replied, calls made, meetings scheduled and completed, tasks created and completed, notes added, leads updated, deals moved or won, and campaign replies — all in one global log.

This gives managers full visibility, creates a clear audit trail, ensures team transparency, and makes it easy to track high-intent interactions.

Reports & Analytics

A live dashboard that pulls directly from your pipeline — no manual updates needed. Track pipeline value by stage, deals won vs. target, rep performance, email activity per rep, follow-up completion rate, revenue forecast vs. closed, and campaign performance (open rates, reply rates, lead conversion).

Integrations

Connect SalesTarget.ai CRM with the tools your team already uses:

Try every feature free for 7 days.

Set up in under a day. No developer needed. Full outbound CRM ready from day one.

Frequently Asked Questions