Platform Capabilities

Powerful features.
Zero complexity.

Every tool your team needs to manage customers, close deals, and grow — designed to work together from day one.

Core CRM

Six tools that cover every
stage of your sales cycle

Built for the way modern sales teams actually work — not the way software vendors think they do.

👤

Customer Management

360-degree customer profiles, interaction history, custom fields, tags, and advanced search. Know every contact, instantly.

📈

Sales Pipeline

Visual drag-and-drop pipeline, deal stage management, conversion analytics, and team assignment — all in one view.

📊

Analytics & Reporting

Real-time dashboards, custom report builder, performance tracking, and data export. Decisions backed by live data.

💬

Communication Hub

Lead notes, WhatsApp integration, Facebook Lead Ads capture, and real-time notifications — centralised and searchable.

⚡

Smart Automation

Workflow automation, email sequences, task creation, and custom triggers. Your pipeline moves even when you're not watching.

🔐

Enterprise Security

End-to-end encryption, role-based access, GDPR compliance, and full audit trails. Security without sacrificing usability.

Pipeline

See every deal.
Never miss a follow-up.

CoreBuild's visual pipeline gives your entire team a shared view of where every deal stands. Drag deals between stages, set follow-up reminders, and spot bottlenecks before they cost you.

  • Customizable deal stages and fields
  • Automated follow-up reminders
  • Win/loss analysis by rep and source
  • Forecast view with weighted revenue
Sales pipeline view
Analytics dashboard
Analytics

Live data. Instant decisions.

Real-time dashboards show you revenue, conversion rates, and team performance the moment they change. Stop waiting for monthly reports — know where you stand every morning.

  • Revenue and pipeline dashboards
  • Lead source performance tracking
  • Rep-level activity and conversion reports
  • CSV and PDF export
Integrations

WhatsApp, Facebook, Google — all connected.

CoreBuild captures leads from Facebook ads, routes WhatsApp conversations to the right rep, and syncs your Google Calendar automatically. Your leads never fall through the cracks between tools.

  • Facebook Lead Ads auto-import
  • WhatsApp Business API integration
  • Google Calendar two-way sync
  • REST API for custom integrations
Integrations
Advanced Capabilities

When you're ready to go further

Advanced features that unlock as your team grows.

📅

Calendar Integration

Two-way Google Calendar sync for meetings and follow-ups.

🎯

Lead Assignment

Auto-route leads to the right rep by territory, product, or round-robin.

🔔

Smart Notifications

Context-aware alerts so your team acts at exactly the right moment.

🧾

Invoice Generation

Create and track professional invoices without leaving CoreBuild.

🔑

Two-Factor Auth

MFA on all accounts, every time. No exceptions.

🔌

API Access

Full REST API to connect CoreBuild with any system you run.

🤝

Team Collaboration

Shared notes, @mentions, and task assignments across your team.

🤖

AI Lead Scoring

Machine learning models that rank your hottest leads automatically.

Ready to see it in action?

Start free today — no credit card, no setup fees. Your first pipeline in minutes.

Start Free → Talk to Sales