CRM: track customers and deals

CRM keeps a record of your customers and your deals: leads become companies and contacts, deals move across a kanban board, and follow-up activities are logged.

CRM is the "sell side" notebook: it remembers who your prospects are, where each deal stands, and what you did with each customer. Use it whenever a new potential customer appears and whenever you need to know the real state of your pipeline.

Three pages, three jobs#

• Leads — record every potential customer (company name, contact, email/phone, source, industry, tags) and move them new → contacted → qualified, then convert qualified leads into companies + contacts with one click.
• Deals — record each ongoing deal (amount, currency, stage, win probability, expected close date, product line items), drag it across the kanban board, and convert won deals into OMS sales orders.
• Activities — log every touch (call, meeting, note, task), so anyone can see the full history with a customer; activities record what was done, they do not send emails or trigger automation.

One thing to know first#

This is a record-keeping CRM, not a sales-automation tool. It remembers everything but does not act on its own: it cannot send emails, has no email sequences or workflow rules, and no lead scoring.