Forms, orders, replies, invoices and campaign clicks all land on the same customer. The pipeline sits on top of that record, so the deal and the history never live in two tools.
A deal moving from Quote sent to Won, with the customer's timeline beside it.
Stages, owners and values on one board. Drag a deal to move it; every move is recorded on the deal and the customer.
Pipeline board with the seeded deals spread across all six stages
Emails opened, forms sent, deals moved, notes left and invoices paid, in order, on one page.
A contact with an open deal, two notes and campaign activity on the timeline
Tasks due today, overdue and this week, by owner. A Monday email gives the owner the whole account and each seat their own week.
Follow-ups list with overdue, today and upcoming tasks
/crm/{organizations,deals,tasks,…}crm:read · writeGET · POST /contactscontacts:read · writeGET /webhooks/deliverieswebhooks:readcrm.deal_createdDeal createdcrm.deal_stage_changedDeal moved stagecrm.deal_wonDeal woncrm.deal_lostDeal lostcrm.task_createdFollow-up createdcrm.task_completedFollow-up completedsearch_contactsget_contactget_pipelinelist_dealscreate_dealmove_dealclose_dealcreate_taskadd_noteShowroom leads came in through a form that also let spam through, and nobody owned the follow-up.
A new site staff edit themselves, whose leads land as deals in a showroom pipeline, with the spam path closed.
Read the deployment ->Registrations, the newsletter and race-week messages lived in separate tools, so every race started from a spreadsheet.
Registration sync into one customer record per athlete, a brand look per race, and email from the series' own domain that pauses itself if a send goes wrong.
Read the deployment ->