CRM
The CRM module gives your workspace a place to manage contacts and deals, built to work alongside AI employees. Enable it from the Modules page, and choose which employees get it. It is usually best to restrict it to your sales people, so you do not load CRM knowledge into employees who do not need it.
The three core objects
- Deals. Each deal carries a value, a stage, a linked contact, an expected close date, notes, custom fields, and an activity panel where you log calls, emails, and other touchpoints to trace its full history.
- Deal flow (the pipeline). Deals move through stages, from Lead to Qualified, Proposal, Negotiation, and on to Closed Won or Closed Lost. Each card is a deal, and you can create a deal at any stage.
- Contacts. A deal closes with a person, so contacts hold the name, email, company, and status, plus any custom fields, and attach to their deals.
Working a deal
Move deals across the pipeline as they progress, and log activities as you go so the whole history of a deal stays in one place.
Customization
Sales teams track different things, so the CRM is built to flex:
- Edit the pipeline stages and the contact statuses.
- Add custom fields to contacts and to deals, each one a text, text area, date, or dropdown field.
- Choose which fields show directly on the card.
Skill sync
When you hit Save changes, the CRM updates and also regenerates the skill file for the AI employees connected to the module, syncing your custom fields to them. That way they know how to work with your specific setup, not a generic CRM.
Summary view
The top of the page summarizes active deals and the total value in the pipeline, and you can search for a specific deal.