Sales
Track deals and leads through pipelines, with stages, values, owners and activity history.
~/crm/sales
- Separate pipelines for leads and for deals, each with its own stages
- Board and table views, deal values in the workspace currency, owners per record
- Calls, meetings, tasks and logged messages against any person, organisation, lead or deal
- A lead converts to a deal carrying its person, organisation, activities and notes
- Email lives in the app: threads for a record, drafts, replies and sending
The deepest app in the suite.
Prospects
Outreach
Service
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