ModulesCRM
CRM
Manage contacts, deals, companies, and campaigns.
The CRM module is your sales command center. Track relationships, manage your pipeline, and close deals — all powered by AI insights.
Key Features
- Contacts — Manage people with full activity history, email integration, and AI summaries
- Deals — Visual pipeline with customizable stages and deal tracking
- Companies — Organize contacts by company with relationship mapping
- Campaigns — Create and track marketing campaigns with ROI analysis
- Leads — Capture and qualify leads before converting to contacts/deals
- Analytics — Sales metrics, pipeline health, and forecasting
Deal Statuses
Deals follow a standard lifecycle:
| Status | Description |
|---|---|
open | Active deal in progress |
on_hold | Temporarily paused |
closed_won | Successfully closed |
closed_lost | Lost to competitor or abandoned |
AI Features
- Entity AI Panel — AI summary, suggested actions, and similar records for each contact and deal
- Semantic Search — Find contacts and deals by meaning, not just keywords
- Proactive Insights — Revenue variance detection, deal stagnation alerts, pipeline bottleneck identification
Settings
Configure the CRM at /crm/settings:
- Pipeline stages and ordering
- Price books for product pricing
- Lead qualification criteria