​

CRM

Track your entire sales pipeline from first contact to closed deal. CRM helps you manage leads, deals, contacts, organizations, and all related activities.

​

Modules

• Leads — Capture and qualify incoming leads
• Deals — Track opportunities through your sales pipeline (Kanban view)
• Contacts — People you interact with
• Organizations — Companies and accounts
• Products — Items and services you sell
• Tasks — Follow-up actions and to-dos
• Activities — Calls, emails, events, and notes linked to records
• Dashboard — Sales metrics and pipeline analytics
• Settings — SLA policies, assignment rules, custom views

​

Roles

​

Guides