Modules
CRM
Manage your sales pipeline, deals, and customer relationships.
The CRM module helps you track sales opportunities from lead to close. Navigate to CRM in the sidebar.
Pipeline
The CRM uses a pipeline view to visualize deal stages. Deals move through stages as they progress toward closing.
Default Stages
Pipelines are customizable in Settings > Pipelines. A typical pipeline includes:
- Lead
- Qualified
- Proposal
- Negotiation
- Closed Won
- Closed Lost
Deals
Each deal represents a sales opportunity.
Deal Fields
| Field | Description |
|---|---|
| Title | Name of the deal |
| Contact | Associated customer or lead |
| Value | Expected deal value |
| Stage | Current pipeline stage |
| Expected Close Date | When you expect to close |
| Probability | Likelihood of winning (%) |
| Owner | Team member responsible |
Managing Deals
- Drag deals between stages in the pipeline view
- Click a deal to view details, notes, and activity
- Link deals to contacts for a complete customer history
Analytics
Navigate to CRM > Analytics for insights:
- Pipeline value by stage
- Win/loss ratios
- Deal velocity (average time to close)
- Revenue forecasting based on pipeline and probability
Integration with Invoicing
When a deal is marked as Closed Won, you can create an invoice directly from the deal, carrying over the contact and value.