CRM

Track contacts, companies, and deals next to your email, meetings, support conversations, and project work. Start with the overview, then set up your pipeline and connect your mailbox.

• CRM overview

• Contacts

• Companies

• Deals

• Deal pipelines and stages

• Associations

• Activities

• Linked tasks

• Email and calendar sync

• Email conversations and composer

• Meetings and notetaker

• Record summaries

• CRM suggestions

• Evidence and deal health

• Deal automation settings

• CRM permissions