Pipeline
Drag-and-drop deal management
Customizable stages, deal totals, and forecast rollups in one view.
Built for the remote sales floor
Cloud calling, presence, live coaching, and AI — everything your distributed team needs to sell from anywhere.
Latest updates
Shipped in the current release
A rolling summary of what's new. In-app reps and supervisors see the same list inside the User Manual.
Coaching Meeting Panel
Live notes + historical KPIs and QA inside every coaching meeting.
Agent Warnings
Verbal / written / final warnings with digital signature and PDF.
My Day Issue Tracker
Agents report blockers straight from My Day.
Workforce Management
Scheduling, attendance, PTO and Erlang C forecasting.
Scheduled Callbacks
Pin follow-up times from wrap-up or any lead card.
Inbound Voicemail
Callers leave voicemail when no agents are free — logged to the lead.
Presence-based routing
Only Available / Inbound Only reps receive calls.
Pop-out Dialer (PWA)
Standalone dialer window while keeping the full CRM open.
Documents 2.0
Nested folders, Word-style rich text, Excel/CSV export.
B2B Engine
A B2B search engine, built into your CRM
Stop paying $500/mo for stale lead lists. Magna247 ships with a real-time crawler, domain scanner, and unified search — so every lead in your pipeline was just verified.
- Lead Search — filter by industry, headcount, geography, and 24+ tech signatures
- Domain Scanner — paste any URL to extract company, contacts, social, and tech stack
- Directory Crawler — point at Shopify/Yelp/SaaS directories and queue thousands of records
- Activity Log — full visibility into every crawl, enrichment, and import
Cloud Calling & Live Coaching
A real sales floor, in the browser
Twilio-powered cloud softphone your team runs from a laptop anywhere. Presence shows who's on a call or available across timezones, and managers can listen, whisper, or barge in live — no install, no VPN, no office required.
- Browser softphone — works on any laptop, anywhere
- Presence & status board across the whole team
- Live monitoring, whisper coaching, and barge-in
- Auto-recording, AI summaries, and QA scorecards
- Shifts & clock-in so you know who's on shift
AI Sales Assistant
An AI co-pilot trained on your pipeline
Built-in AI — no extra API keys, no per-token billing surprises. The AI knows your stages, templates, and call dispositions, so its suggestions are actually relevant.
- One-click email drafts personalized to each contact
- Automatic call summaries with next-action suggestions (only on connected calls)
- Lead qualification and scoring on every new record
- Proposal & document generation from your templates
Coaching Hub
Coach every rep, on every call, from anywhere
Score sessions across six pillars, set goals and milestones, and watch trend lines per agent over time. Every coaching PDF is auto-archived to a Documents folder so 1:1s and QBRs are always client-ready.
- Six-pillar scorecards: discovery, objection handling, product, closing, tone, compliance
- Goals & milestones with completion percentages per agent
- Auto-archived coaching & campaign reports in branded PDFs
- Agent profile pages pulling latest scores, recent activity, and team-feed posts
Power Dialer
A real power dialer — including a pop-out window
Sequential ringing routes inbound calls one agent at a time based on presence. Outbound queues claim leads with row-level locking so no two reps dial the same person. And the whole dialer pops out into its own resizable window.
- Presence-based routing — Available and Inbound-Only statuses get calls; offline reps don't
- Server-side lead claiming with SKIP LOCKED — never double-dial a contact
- Disposition-driven recycling — schedule retries automatically per campaign
- Inbound voicemail when no agents are available, scheduled callbacks, and a pop-out PWA window
Two-Way Email
Send and receive email inside the CRM
Connect your own SMTP to send from your domain. A per-workspace inbound webhook ingests replies and new threads, logging them automatically to the matching lead or contact's timeline.
- Bring-your-own SMTP — credentials encrypted server-side, never shipped to the browser
- Per-workspace inbound webhook URL & token for Postmark/Mailgun/SendGrid forwarding
- Inbound emails auto-matched to leads and contacts by sender address
- Full timeline view for every conversation
Take a tour of the product
A peek at three more workflows your team will live in every day.
Sequences
Multi-touch email cadences
Build branching sequences, auto-stop on reply, and track open/reply rates per step.
Analytics
Real-time KPI dashboards
Revenue, connect rate, and agent scorecards — refreshed live, not nightly.
Everything else a remote team needs
The full feature set — every plan includes a 14-day Team trial.
Cloud Softphone
Browser-based dialer with recording, scripts, and live whisper coaching — no install required.
Presence & Status Board
See who's on a call, on break, or available across every timezone — like a real sales floor.
Pipeline & Deals
Customizable stages, kanban view, and forecast rollups in real time across your distributed team.
Coaching Hub
Six-pillar scorecards, goals & milestones, and auto-archived coaching PDFs per agent.
Inbound Voicemail
Callers leave a voicemail when no agents are free — recordings land directly on the lead's timeline.
Scheduled Callbacks
Schedule callbacks during wrap-up or from any lead card so promised follow-ups never slip.
Pop-out Dialer (PWA)
The full power dialer pops into its own resizable window — perfect for a second monitor.
Two-Way Email Inbox
Bring-your-own SMTP to send, plus a per-workspace webhook to ingest replies onto lead timelines.
Documents & Folders
Native docs, spreadsheets with Excel/CSV export, drag-and-drop folders, and auto-archived reports.
Email Sequences
Multi-touch outreach with smart enrollment and reply detection.
Campaigns & Reports
Targeted dial campaigns with disposition-driven recycling and branded client-ready PDF reports.
Proposals & Documents
Generate, download, and email branded proposals to leads — all from inside the deal.
Per-Campaign Analytics
Connect rate, AHT, talk time, conversion rate, and live disposition breakdowns per campaign.
Gamification
XP, badges, and leaderboards keep distributed reps motivated and competitive.
Shifts & Time Tracking
Clock in/out, scheduled shifts, and presence — confirm coverage across timezones.
Roles & Security
Row-level security, multi-workspace, and granular permissions for distributed teams.