CRM

Sales teams run inbound and outbound pipeline in one CRM app. Records stay tied to accounts and deals as opportunities mature—so finance and delivery see the same customer story.

• Leads with search, filters, CRM history, converted leads, and one-click conversion
• Sales sidebar: AI Lead Agent, leads, contacts, accounts, and deals
• Touchpoints and KPI views to keep follow-ups visible
• Same org and permissions as finance—no duplicate customer directories