# 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:

- **Emails** — all incoming and outgoing emails from your connected accounts, including all lead statuses
- **Calls** — call activity logged via the Dialer, including recordings and transcripts
- **Tasks** — actionable follow-up items assigned to you or your team
- **Everything** — a combined view of all activity across all channels

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.

- Real-time pipeline value by stage
- Deal health indicators flag stalling deals and open tasks with no owner
- Revenue forecast filtered by week, month, or quarter
- Full deal timeline — emails, calls, meetings, tasks, and stage changes all logged

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:

- Call log — time, duration, and outcome
- Call recording — full audio saved to the lead profile
- Call notes — add context during or after the call
- Call transcript — auto-generated after the call ends

## 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:

- **Meetings & Calendar:** Google Calendar, Google Meet, Calendly, Zoom
- **Notifications:** Slack
- **Automation:** Zapier
- **CRM Sync:** HubSpot, Salesforce, Pipedrive

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

- Can I customize pipeline stages?
- What does the Activity Feed show?
- Are call recordings stored in the CRM?