CRM

Client relationships connected to financial outcomes.

CRM should capture leads, contacts, accounts, deals, activity, and tags while staying connected to proposals, invoices, payments, and client history.

Records

Keep core relationship objects clean and deduplicated.

Leads

Contacts

Accounts

Deals

Activities

Connect CRM work to revenue and delivery.

Deal amount

Expected close

Proposal link

Invoice link

Payment status

Owner

Make next actions visible and easy to follow.

Tasks

Notes

Stage changes

Follow-ups

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