CRM App

Leads

Leads are your potential customers. Capture them from multiple sources and move them through your qualification pipeline until they convert into paying customers.

Pipeline Stages

Leads move through stages as you engage with them:

• Drag leads between stages or update the status from the detail view
• Add notes and log calls, emails, or meetings against each lead
• Set reminders for follow-ups so no opportunity slips through
• Convert a qualified lead into a customer with one click

Contacts

Contacts represent individual people you interact with. A single customer account may have multiple contacts (e.g., a billing contact and a technical contact).

• Store name, email, phone, job title, and department for each contact
• Link contacts to one or more customer accounts
• View the full interaction history for any contact
• Tag contacts for segmentation (e.g., decision-maker, influencer, end-user)
• Merge duplicate contact records to keep your data clean

Customers

Customer records represent the organizations or individuals you do business with. Each customer has a complete history of deals, invoices, support interactions, and activities.

• View all deals, invoices, and payments associated with a customer
• Track customer lifetime value and purchase history
• See linked contacts and their roles within the organization
• Add custom fields to capture industry-specific information
• Set account managers and territory assignments

Activities

Log every interaction with leads, contacts, and customers to maintain a complete record of your sales efforts.

• Calls: Log phone calls with notes, duration, and outcome
• Emails: Track sent and received emails linked to CRM records
• Meetings: Schedule and record meeting notes with attendees
• Tasks: Create to-do items with due dates and assign to team members

Activities appear on timelines within lead, contact, and customer detail views so you always have the full context before your next interaction.

Lead Scoring

Lead scoring helps you prioritize your pipeline by assigning a numerical score to each lead based on their likelihood to convert. Scores update automatically as leads interact with your business.

• Configure automatic scoring rules based on lead source, company size, and engagement
• Add manual score adjustments after calls or meetings
• Set score thresholds to trigger notifications (e.g., alert a rep when a lead reaches "hot")
• Sort and filter the leads list by score to focus on top prospects

Deal Pipeline

The deal pipeline gives you a visual kanban board of all active deals. Drag deals between stages, track expected revenue, and identify bottlenecks in your sales process.

Reports

The CRM reporting suite gives you insight into your sales performance and helps you forecast future revenue.

• Pipeline value report showing total expected revenue by stage
• Conversion rate analysis from lead to customer
• Sales rep performance with deals won, lost, and in progress
• Activity reports showing calls, emails, and meetings per period
• Revenue forecast based on deal probability and expected close dates
• Lead source analysis to see which channels produce the best results