CRM
Every client, every conversation, every deal — one honest history.
- In every plan
- Connected to every other module
The CRM holds the people, companies and opportunities your business depends on, and tells you what to do next with each of them. It speaks your industry: Patients, Guests, Students, Donors, Buyers, Shippers — and Opportunities where you would say Deals.
What CRM is made of.
In the app: Clients & Business › CRM. These are the pages you will find there.
Overview
Pipeline, relationships at risk and what to do today.
Opportunities
Deals through your stages (named for your industry).
People
Contacts — or Patients, Guests, Students, Members…
Companies
Organisations and the people in them.
Activities
Every call, email, meeting and note, in order.
Segments
Rule-based groups that update themselves.
Insights
Forecast, health and conversion across the book.
Settings
Fields, stages, integrations and imports.
What this looks like on a normal day.
The whole relationship on one record
Emails, chats, social messages, projects, invoices and files all attach to the person or company they belong to.
- Timeline of every interaction
- Linked projects, invoices and portal activity
- Custom fields for what your business tracks
Tells you what to do next
Health scores, lifecycle stages and a suggested next action for every relationship, so the pipeline moves without a weekly spreadsheet.
- Relationship health
- Next best action
- Forecast from real opportunities
Segments that keep themselves current
Define a segment once and it updates as records change — ready for Reach campaigns, Ads audiences and reports.
- Rule-based segments
- Used by Reach and Ads
- Import and export, plus HubSpot and Salesforce sync
Who leans on crm most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this module alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through itThe modules this one talks to most.
Clients & Business
Clients & Business
Win customers, keep them, get paid and know your numbers.
Clients & Business
Reach
Find new customers and follow up with them — by email and SMS, from your own senders.
Communications
Inbox
Everything that needs a person — from every channel — in one river of work.
Clients & Business
Finance
Receivables, payables, expenses and the books — where the work already is.