Sales & CRM

Find customers, win deals, and sell — through a pipeline, a quote, or a counter.

These apps share your customer list, your products, and your prices, so a lead in CRM becomes a quote in Sales and an invoice in Finance without re-entering anything.

CRM and Sales come with most workspaces. If you don't see them, an administrator can turn them on from the Apps page. Point of Sale is not part of the default set; turn it on the same way.