Every lead, followed up. Every deal, visible.
A pipeline your team will actually keep updated: leads come in, activities tell everyone what's next, and won deals flow straight into quotes and orders — with the full conversation history attached.
Included with every workspace · no per-app pricing
Pipeline you can see
Drag deals across stages you define. Expected revenue, close dates, and probabilities roll up automatically, so the forecast is always live.
Next steps, never forgotten
Every lead carries a scheduled next activity — call, email, meeting. Overdue items chase their owner, not the other way around.
The whole thread in one place
Emails, calls, SMS, and notes log onto the customer record automatically. Anyone can pick up an account cold and sound informed.
From won deal to quote
Convert opportunities into quotations and orders without retyping — products, prices, and the customer come along.
How it works
The day-to-day flow
What using CRM & Sales actually looks like, in 3 steps.
Capture leads by email, form, or manual entry — duplicates are flagged.
Qualify and drag through your pipeline; schedule the next activity as you go.
Win the deal and convert it to a quote; the record keeps the whole story.
Better together
Works hand-in-hand with
Same contacts, same files, same activity feed — these apps complete the picture.
Get started
CRM & Sales is two minutes away.
Included with every workspace — no per-app pricing, no setup calls.