CRM

Everything you need to find, win and look after customers: clients, leads, deals, quotes and the automation and privacy tools around them.

How the CRM fits together

A typical journey: a lead arrives (a call, a web form, an ad) and is scored and assigned. A salesperson follows up with tasks, sequences and meetings, then creates a deal in a pipeline, adds line items and sends a quote. When the deal is won the lead becomes a client, whose record gathers calls, emails, tickets and notes on one timeline. Workflows automate the routine steps, and the privacy tools keep personal data under control.

Menu map

The full menu in the current layout, with every settings page, is in the Menu map.

Menu item	Guide
CRM → Clients	Clients, Client import, Custom fields, Sync connections and Developer API
CRM → Companies	Companies
CRM → Contacts	Contacts
CRM → Leads	Leads
CRM → Deals	Deals
CRM → Sequences	Sequences
CRM → Quotes	Quotes and products
CRM → Sales targets	Sales targets
CRM → Sales commission	Sales commission
CRM → Companies → Enrich / Enrichment	Contact enrichment
Settings → Developer API (Zapier, Make)	Zapier and Make
CRM → CRM settings → General	CRM setup
... → Pipelines & lost reasons	Deals
... → Workflows	Workflows
... → Products	Quotes and products
... → Lead scoring	Lead scoring
... → Territories	Territories
... → Record sharing, Field permissions	Record sharing and field permissions
... → Services, Call topics	CRM setup
... → Calendar & booking	Calendar and booking links
... → Privacy requests	Privacy and GDPR
CRM → CRM settings → Tickets and service → Email (Gmail / Outlook)	Email sync
CRM → CRM settings → Tickets and service → Web forms	Customer self-service
Ctrl+K, favourites, Find in menu	Search and navigation

Tasks, tickets, incidents and events are in Tasks & support.

Plans and permissions at a glance

Feature	Needs
Clients, companies, contacts, leads, deals, targets, services, call topics	The CRM module (limits on pipelines and contacts vary by plan)
Lead scoring, Sequences, Workflow automation, Email sync, Calendar and booking, AI summary and deal risk	Plan features (Pro and Enterprise at the time of writing)
Products and quotes	Plan feature (Enterprise at the time of writing)
Each button	A role permission. If a menu item or button is missing, ask your administrator

Plan contents can change; Settings → Plan & billing shows what your workspace includes.

Platform keys

Email sync and Calendar sync need a platform administrator to add the Google and Microsoft sign-in keys first. If a page says "not set up", that is the cause.