Prepare the users, branches, products, or approvals this area needs.
CRM
Customer and lead workflows that connect inquiries, sales, follow-ups, and communication history.
Keep the high-frequency workflow short for staff and managers.
Use clear visibility before expanding to nearby modules.
What this solves
Focused workflows for crm.
Keep customers, leads, follow-ups, website inquiries, and communication context from disappearing into chats.
Customers
Maintain customer records with contact details, order activity, and profile context.
Customer profilesContact detailsOrder links
Leads
Capture and manage prospects before they become customers.
Lead captureLead stageOwner follow-up
Follow-ups
Schedule and track follow-up actions for leads and customers.
Follow-up tasksRemindersStatus tracking
Customer Activity
Review customer orders, inquiries, and interactions in one view.
Activity streamOrder historyEngagement context
Communication History
Store notes and communication context around customers and leads.
NotesContact historyTeam visibility
Public Inquiry Capture
Capture website contact requests and route them into business follow-up.
Website formsInquiry recordsLead readiness
Business benefits
Why teams add this area.
- Teams build repeat customer relationships with cleaner information.
- Sales opportunities are less likely to be lost in messages.
- Teams keep momentum after inquiries and quotes.
- Staff can understand customer value before responding.
- Customer conversations survive staff changes.
Related modules
Connect it with nearby workflows.
Focused FAQs
Common questions for CRM.
Can I manage customers?
Yes. Customer records can store contact details, order history, and activity context.
Can I track leads?
Yes. Leads can be captured and followed up before they become customers.
Can I store customer communication history?
Yes. Communication notes and history can be stored so teams understand previous interactions.
Can customers submit inquiries from the website?
Yes. Tenant public websites can capture inquiries from contact forms and route them into follow-up workflows.
Plan crm without overloading your team.
Choose the must-have workflows first, then add the deeper controls when staff are ready.