See the opportunity and the next conversation.
See the opportunity before it becomes an invoice.
For teams following leads, opportunities and customer relationships before the sale is complete.
Capture the lead
Keep the prospect and relevant relationship details in the CRM workspace.
Track the opportunity
Follow the pipeline stage, associated activity and linked quote in context.
Act on the next step
Review follow-ups and CRM analytics, and use the supported conversion to a customer when appropriate.
CRM visibility follows role and record-assignment rules. An accessible lead does not automatically grant access to financial values or every customer record.
What is included in CRM?
CRM includes leads, conversion to customer records, opportunities and pipeline stages, follow-up activities, linked quotes and CRM analytics. Access is permission-controlled. Your role and assigned records determine what you can see and change.