Sales & customers
CRM
Follow every deal from first contact to signature, and never miss a follow-up again.
Who it’s forOwners, salespeople and sales managers.
What you do with CRM
- Track deals in columns or as a list, with stages and win probabilities you set yourself
- Schedule calls, emails, meetings and tasks, with a reminder on the day
- Spot deals to follow up, and track your weighted forecast and conversion rate
- Open a deal for every request sent through your online contact form
- See each contact’s deals and the history of their sales, invoices and payments
- Ask Claude for a summary of your pipeline or to schedule a follow-up
With the other apps
What CRM shares with its neighbors, with nothing typed twice.
Not to be confused with
CRM, Customer portal or Customer service?
The CRM tracks your sales until the deal is signed, Customer service answers customer requests, and the Customer portal gives customers one place to find everything.
CRM activity or Projects task?
A call, email or meeting with a customer: a CRM activity. Work to deliver within a project: a task in Projects & tasks.
In the same area
Which plans include it
- Discovery: your free app of choice
- À la carte: added to your other apps
- Essential: included
- Complete: included, with every other app
Try CRM for free.
With the Discovery plan, CRM can be your free app, for up to 3 users. The other apps stay one click away.
