Modules / Sales
Module
Sales
Turn conversations into closed deals. Every contact, company, and opportunity lives in one pipeline your whole team can see - no more deals lost in someone's inbox.
From day one to scale
Small shop
One clean contact list and a simple deal board - retire the spreadsheet.
Growing team
Shared pipeline with owners and stages, so nothing slips between people.
Enterprise
Multiple pipelines, custom fields, and AI forecasting via the CRM Pro +Mod.
What's inside
CRM SubModule
One source of truth for every customer relationship.
Capabilities
- Contacts and companies
- Opportunity pipeline with stages
- Activity timeline, notes, and follow-up reminders
Use it to
- Never lose a lead again
- See deal value at a glance
- Hand off accounts without losing context
Add-ons for Sales
CRM Pro - a +Mod available within Sales. Advanced pipelines, custom fields, and AI-assisted forecasting.
Explore CRM Pro ->
Included in Core / Plus / Enterprise. Compare tiers ->
Ready to put Sales to work?