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CRM

AlliedForce

customer view
360° customer view
built in
Automation built in
integrations
API integrations

Capabilities

Everything AlliedForce gives you

Lead capture & scoring

Capture leads from any channel and prioritize with scoring.

Visual pipelines

Drag-and-drop stages tailored to your sales process.

Workflow automation

Automate follow-ups, assignments, and reminders.

Support & tickets

Manage post-sale support alongside the sales record.

Integrations

Connect email, telephony, and the tools you already use.

Reports & forecasts

Pipeline health, conversion, and revenue forecasting.

Modules

One platform, the modules you need

  • Leads
  • Pipelines
  • Support desk
  • Lifecycle

How it works

From kickoff to live in four steps

The same path for every platform — what changes is the data and the workflow, not the process.

  1. 01

    Discovery & setup

    We map your workflow and configure the platform to fit how you actually work.

  2. 02

    Migrate your data

    We import your existing records so you start live with real data, not a blank slate.

  3. 03

    Configure & automate

    Tailor fields, roles, and automations to your process and tools.

  4. 04

    Launch & support

    Go live with onboarding and training, backed by ongoing support.

A look inside

Screens from AlliedForce

  • Sales pipeline
  • Lead detail
  • Activity inbox
  • Pipeline board
  • Contact record
  • Task automation
  • Reports

Who it's for

Built for teams like yours

SMB sales teams

Growing teams replacing spreadsheets with a real CRM.

B2B services

Consultancies and agencies managing long sales cycles.

Tech & SaaS

Product teams running inbound and outbound motions.

Plans

Plans that scale with you

Starter

For small teams getting started

Custom

  • Core modules
  • Up to 10 users
  • Standard onboarding
  • Email support
Get a quote

Most popular

Growth

Custom

Get a quote

Enterprise

For large, multi-tenant needs

Custom

  • Everything in Growth
  • Multi-tenant isolation
  • SSO & advanced security
  • Dedicated success manager
  • SLA & uptime guarantees
Get a quote

FAQ

Common questions

Can we customize the pipeline stages?

Yes — pipelines, fields, and automations are fully configurable per team.

Does it integrate with email?

It connects with email and common business tools via APIs and webhooks.

Can we automate follow-ups?

Rule-based automations handle reminders, assignments, and nudges.

Is reporting included?

Built-in dashboards cover pipeline, conversion, and forecasting.

See AlliedForce on your data