Managing Deals

The CRM pipeline tracks opportunities from first contact through to a signed deal.

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Organisations

Organisations are the companies and entities your team works with — clients, venues, suppliers, partners, and prospects. Each organisation holds contact details

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Contacts

Contacts are the individual people your team deals with. Each contact can be linked to an organisation and has their own record of interactions and notes.

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Tasks

Tasks are to-do items for your team — follow-up calls, outstanding actions, anything that needs doing as part of managing your pipeline.

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Interactions

Interactions are the log of your team's activity with organisations and contacts — calls, emails, meetings, and any other touchpoints. Logging interactions keep

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