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Sales & CRM

CRM

Manage leads, deals, and customer relationships with pipeline tracking, activity logging, and automated follow-ups.

Entities

8

Portal

No

Dependencies

1

Category

Sales & CRM

Features

Visual deal pipeline with drag-and-drop
Lead scoring and qualification
Activity timeline and call logging
Automated follow-up workflows
Win/loss analytics and forecasting

What's included

8 Entities

Roles & Permissions

Workflows

Layouts

Dependencies

Contacts

Required

Unified contact database for individuals and organizations with tagging, segmentation, and communication history.

Tags

salesleadspipelinedealscustomers

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Unified contact database for individuals and organizations with tagging, segmentation, and communication history.

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