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CRM
Contacts and companies, a sales pipeline, and everything said and done with each of them: notes, calls, meetings, email and follow-ups on one timeline. It works on the records the rest already has. A company is the customer your helpdesk serves and your invoices go to, a deal is a ticket on a board, and a won deal becomes the contract your hours are logged against.
One record for a person and one for a company, whichever part of the work they turn up in.
A name and a job title, any number of email addresses, phone numbers and postal addresses, a company, an owner and a stage, with notes in Markdown.
In the guide →An organisation with its website, industry, size and domains, a customer or not yet one. Its page lists its contacts, its deals and its open tickets.
In the guide →A helpdesk customer, and anyone who sent a public request form, is a contact already, with the requests they raised on their page.
In the guide →An administrator adds custom fields to contacts and to companies, as to tickets.
In the guide →Seeing, editing and managing the CRM are three permissions held on roles, for one company or for every company. Customers never see it.
In the guide →Companies, contacts, deals and their history from a HubSpot, Pipedrive or Salesforce export, with every row kept whole beside the record it became.
In the guide →A deal is a ticket in a sales project, so everything a ticket has, a deal has: history, comments, files, a workflow and a board.
Qualified, Proposal, Negotiation, Won and Lost on a kanban board, each card showing the company, the value and the expected close.
In the guide →A value in its own currency, an expected close, a probability, the company it is with and the people there, each with their part in the decision.
In the guide →Losing a deal asks why, so the reports can say what deals are lost to.
In the guide →Lines with quantities, prices, discounts and tax, on the same sheet as an invoice, sent to the deal's people from its page.
In the guide →A won deal offers the contract and the first invoice from its quote, and the hours that follow are logged against it.
In the guide →The pipeline by stage, the weighted forecast, won and lost with the win rate, and how long deals spend in each stage. Amounts are never added across currencies.
In the guide →A note, a call, a meeting, an email or a task is logged once and shown on the timeline of the contact, their company and the deal.
Interactions beside the requests a contact raised and the deals won and lost, newest first, on the contact, the company and the deal.
In the guide →A task with a due moment and an assignee is on their home page until it is done, and they are reminded when it comes due.
In the guide →Each member has a logging address: BCC it, or forward to it, from any mail program and the message is on the timelines of the people it names.
In the guide →A message written there goes out under your name, and the answer comes back to the same timeline.
In the guide →Connect Google Calendar, Microsoft 365 or iCloud: a meeting a contact is invited to is logged, and a call you schedule here is put in your calendar. An event with no contact is never read beyond who is invited.
In the guide →A call or a meeting records its time as an activity in the same step, on the customer's contract.
In the guide →A CRM holds data about people who never signed up to anything. The workspace answers to them, and has what that takes on every contact's page: a record of what they agreed to, a copy of everything held about them, and their erasure.
The CRM is not an extra, and the people in it are never a seat.
Every module is in every workspace, at one price per seat. A workspace takes a couple of minutes and asks for no card; an installation is one container image and a compose file.