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Key Features of the GetSales CRM

See how GetSales CRM lets you filter leads, track messages, view automation stats, and manage accounts in one streamlined workspace.

Peter avatar
Written by Peter
Updated this week

GetSales CRM simplifies your end‑to‑end sales workflow—from cold outreach to deal close—by keeping all lead data, activity, and automation insights in one place.


🏃‍♂️ 1. BDR Workspace for Cold Leads

  • One dashboard for quick replies to new prospects

  • No need to switch tabs: LinkedIn, email, and enrichment data are visible in one card

Note: Fast response time improves connect and reply rates.


🔍 2. Advanced Lead Filtering

Filter contacts by:

  • Name, title, location

  • Start date in current role or number of posts

  • Custom fields (e.g., webinar attendee, ICP tag)

Use filters to create ultra‑targeted segments and personalized messaging.


📨 3. Leverage Previous Communication

  • View full message history (LinkedIn + Email) per lead

  • See last contacted date and conversation context

  • Build follow‑ups that reference earlier chats and avoid repetition


📈 4. Granular Automation Insights

  • Track which leads accepted connections, liked posts, or entered specific automations

  • Spot bottlenecks (e.g., stuck in “Waiting Enrichment”)

  • Adjust messaging or targeting based on live data


🔭 Account‑Level Features

Switch to Accounts tab for company details:

  • Account deals with pipeline stages that auto‑update based on lead engagement depth


Why It Matters

GetSales CRM helps you:

  1. Organize leads and accounts in one place

  2. Personalize outreach with rich data filters

  3. Optimize performance using real‑time automation insights

Need help setting up filters or syncing data? Chat with support—we’re here to help!

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