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CRM
Follow relationships and opportunities from first enquiry to a Sales handoff.
What it solves
Follow relationships and opportunities from first enquiry to a Sales handoff.
Key capabilities
- Leads, organizations and contacts
- Opportunities and pipeline stages
- Activities and follow-up tasks
- Explicit conversion and opportunity-to-quote handoff
- Explicit Customer links and Opportunity → Quote/Project handoffs with permitted linked commercial history; no fuzzy automatic customer linking.
Typical workflow
- Lead
- Qualified
- Organization
- Opportunity
- Sales Customer
- Quote
Worked example
Fictional Northwind Design enquires about consulting. Qualify the lead, convert it to an organization/contact, add an opportunity and follow-up. Convert to a Sales customer before preparing a linked quote.
Related modules
Shared records and explicit handoffs keep work connected. Each module still requires its own access and permissions.
Current platform notes
- No mailbox synchronization or marketing automation.
- CRM does not automatically send campaigns, collect payments or post Accounting entries.
Company-based pricing
USD base pricing is per company, not per user account. Payroll adds monthly active-Employee usage above its allowance. Eligible companies can purchase Payroll; other offers remain by agreement.
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