CRM & sales pipeline
How does the CRM keep sales on track?
Every contact gets one timeline — calls, emails, web visits, quotes, orders and service history — and every deal sits in a pipeline stage with an owner and a next step. Managers see what is stuck; salespeople see who to call next.
- Contacts, companies and deal pipeline
- Lead capture from website forms
- Tasks, reminders and activity history
- Lead ownership and routing
- Email and call logging against the contact