CRM
Leads, contacts, accounts and a pipeline that ends in delivered work.
The CRM tracks leads, contacts, accounts and opportunities through a pipeline you can view as a board or a list. The reason it belongs here rather than in a separate tool is continuity: when a deal closes, it becomes a project in the same system, with the history of how it was won already attached. The proposal, the scoping conversation and the promises made in the sales cycle are still there when delivery starts.
When a deal closes, it becomes a project in the same system, with the history of how it was won already attached.
Records fill themselves in more than they do elsewhere. A website form submission becomes a lead, deduped against existing accounts. An invoice or contract dropped into the knowledge base can open a deal with the vendor, amount and dates already extracted. The assistant can summarize an account's whole history before a call, draft the follow-up after it, and flag the deals that have gone quiet — all against the same records your team is looking at.
Illustrative scenario data. Figures shown are product examples, not measured customer results or industry benchmarks.
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