CRM Space
A sales pipeline you can actually see
Give sales its own space with a visual, drag and drop deal pipeline. Move deals between stages, watch pipeline value update in real time, and keep companies, contacts, proposals, and notes attached to every opportunity.
- Drag and drop pipeline with live stage totals
- Companies, contacts, and proposals per deal
- Activity notes keep the full deal history together
Move deals, see value update live
Drag a deal from one stage to the next and pipeline totals recalculate instantly. Every stage shows its combined value, so you always know where revenue really stands.
- Kanban style stages tailored to your sales process
- Live pipeline value per stage
- Deal cards show company, contact, and amount
Everything about a deal, in one record
Open a deal to see its company and contact, add notes as the relationship develops, and keep a running activity history. Proposals connect the conversation to what you actually sent.
- Companies and contacts linked to each deal
- Notes and activity timeline in the deal drawer
- Proposals tie quotes to the opportunity
FAQ
Frequently asked questions
Around a visual pipeline of deals. You move deals between the stages you define, and each stage shows its total value so forecasting stays simple.
Yes. Deals link to companies and contacts, and you can attach proposals and activity notes so the full relationship history lives in one place.
The CRM space covers pipelines, contacts, and proposals alongside projects, chat, and calendar. Validate your reporting, integration, and compliance requirements before moving an established CRM workflow.
Ready to unify your workspace?
Create a workspace in minutes and explore Projects, Chat, Calendar, and Whiteboard together.
- Explore the published plans
- Choose the modules you need
- Isolated tenant workspaces