CRM
CRM for small businesses: contacts, leads and deals
Keep every customer, lead and deal in one place, with a pipeline, activities and the day’s follow-ups.
What it does
- Contacts and companies with their full history: invoices, mail, tickets and notes.
- Leads and deals on a visual pipeline you can drag through stages.
- Tasks, calls and follow-ups, with a Today view of what is due.
- Mail linked to the customer it is about.
Questions
- Is the CRM connected to invoicing?
- Yes. A customer’s quotes, invoices and payments sit on their record, next to deals, mail and tickets.