Sell

A CRM your whole company can see, with a researcher on every account.

Leads, prospects, customers and opportunities in the same system as your chat, tasks, calendar and support. Every contact carries its conversations, tickets, files and follow-ups, and a Researcher agent keeps the account brief current.

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app.netric.com
Opportunities Pipeline: $1.13M
Opportunities6
120 Trail units
Nordic Cycles
Proposal$412,800Close Oct 17
SO
Dealer onboarding
Alpenrad GmbH
Negotiation$268,000Close Oct 24
SO
Fleet pilot
Bay Commuter Co-op
Won$96,500Close Sep 26
RK
40 units
Ride Kyoto
Qualified$137,600Close Nov 7
SO
Demo fleet
Lakeside Outfitters
Lead$28,000Close Nov 21
Cargo variant
Metro Delivery
Objection: range$184,000Close Dec 5
SO
NC

Nordic Cycles

Customer · Oslo · Ingrid Solberg, Head of Purchasing
Video call Reminder Email
StageProposal · 60%
Amount$412,800
Expected closeOct 17
Lead sourceEurobike 2026
ObjectionPricing tiers
ActivityTasks 2TicketsFiles
Scout Researcher · 20m ago

Nordic Cycles opened 4 new stores in Q3. Their site lists two competitor e-MTBs at $3,299. Suggest leading with the 3-tier table.

SO
Sam Okafor yesterday

Call went well. Ingrid wants pricing by Thursday. Follow-up task created.

Contacts and organizations

People and companies with stages, owners, addresses, social profiles, important dates and your own custom fields.

Opportunities

Stage, amount, probability, lead source, campaign, objection and expected close, with tasks and events attached to each deal.

Call from the record

Start a video call with a customer from their contact page. A meeting room is created and the invite goes out by email.

Never miss a follow-up

Reminders, follow-up tasks and events from the toolbar, and workflows that email the owner when a lead is touched by someone else.

Researcher agent

Runs weekly, checks the account, and leaves what changed as activity on the contact. Quiet when nothing did.

Import and export

Bring your list in from CSV, merge duplicates, mass edit, and export any view back out.

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