CRM

CRM organizes your sales: capture leads, work them through a pipeline, and see what's likely to close. Open it from the app menu.

What you can do

• Build your pipeline. Drag opportunities across stages — New, Qualified, Proposition, Won — so you always see where every deal stands.
• Capture leads. Add leads by hand, from an email alias, or from your website's contact forms. Each carries the contact, the expected revenue, and a next activity.
• Plan the next step. Schedule calls, meetings, and to-dos on each opportunity so nothing goes cold.
• Forecast. See expected revenue by stage and close date, and spot deals that are stuck.
• Analyze. Report on win rate, lost reasons, and performance by salesperson.

Configuration

Set your pipeline stages, lead sources, and sales teams in the CRM settings. Assign salespeople so new leads route to the right person.

Related

• Turn a won opportunity into a quote in Sales.
• Reach contacts in bulk with Email Marketing.
• Log calls against a contact with Calls & SMS.