Published on Apr 3, 2026 • 6 min read
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.
Start Free TrialFrequently Asked Questions
Can I customize pipeline stages?
Yes. Pipeline stages are fully customizable — create new ones, rename existing ones, and reorder them to match exactly how your team works.
What does the Activity Feed show?
The Activity Feed shows all actions across your entire workspace in real time — emails, calls, meetings, tasks, notes, deal updates, and status changes.
Are call recordings stored in the CRM?
Yes. Every call made via the Dialer is automatically saved with a full recording, transcript, and notes — all accessible directly from the lead profile.
