Modules / Sales / CRM Pro

+Mod

CRM Pro

Give a growing sales team the power tools: multiple pipelines, custom fields, bulk actions, and AI that forecasts what is actually going to close.

Expands the Sales module.

From day one to scale

Small shop
Start with the CRM in Sales; switch on Pro when one pipeline isn't enough.
Growing team
Separate pipelines per product line, region, or team.
Enterprise
Custom objects, AI forecasting, and bulk operations at scale.

What you get

CRM Pro +Mod

Capabilities

  • Multiple pipelines side by side
  • Custom fields and layouts
  • Bulk actions and reassignment
  • AI-assisted forecasting

Use it to

  • Run distinct sales motions at once (new vs renewal)
  • Tailor the CRM to exactly how you sell
  • Forecast the quarter with confidence

Included in Enterprise - or add it to any tier. Compare tiers ->

Add CRM Pro to your workspace.