Customers & pipeline
CRM
CRM is the shared customer record for the rest of the system. Prospects, clients, and accounts live in the same place, so you do not re-key data when someone buys, raises a ticket, or goes on a bill. Meetings sit on a calendar alongside the rest of the team.
What you get
- Person and company accounts, with contacts and sites
- Notes, tasks, files, and tags on the same account
- Meetings and appointments on a shared calendar
- Company size and revenue brackets, plus company notes
- Highlights so important accounts stand out
- Customer domains when Ticketing is in use
- The same account from prospecting through to billing
Works well with
Add these when the first module is earning its keep — or take them together from day one.
Talk about CRMReady to map a rollout?
Tell us the first module — or that you want the full suite. We will shape an implementation that matches how you actually work.