Keep relationship records clear
Maintain accounts and contacts with owners, relationships and notes. Import your existing records, and review likely duplicates before you merge them.
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CRM
Keep accounts, contacts, leads, opportunities, quotes, cases and every customer activity together, so whoever speaks to the customer next knows the history and the next step.
Inside CRM
Run your business
Maintain accounts and contacts with owners, relationships and notes. Import your existing records, and review likely duplicates before you merge them.
Qualify leads, move opportunities through your pipeline stages, and prepare quotes, send them for approval, and keep a saved history of each one.
Log calls, meetings, emails and notes against the account, handle customer cases against their service targets, and read pipeline and activity reports.
Create or find the account and contact, confirm who owns the relationship, and capture the context your team needs for follow-up.
Qualify the lead, move the opportunity through its stages, and prepare a quote. Invoices and payments stay in Accounting.
Record the activity, set the next follow-up, open a case, or continue in Accounting, Contracts or Signatures when the next step belongs there.
CRM keeps your customer relationships and sales work. Invoices live in Accounting, agreements in Contracts and signing in Signatures. Customer portals, live chat, call centers and outbound campaigns are outside its scope.
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Bring your team and the work that matters into one workspace.